One Wealth Capital Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
One Wealth Capital Management, LLC
- $213 Billion
- Q2 2025
A detailed history of One Wealth Capital Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 5,700 shares of SPDW stock, worth $240,882. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,700
Previous 7,829
27.19%
Holding current value
$240,882
Previous $285 Million
19.04%
% of portfolio
0.11%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
576MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.21 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.52 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.35 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.27 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$743 Million16.36% of portfolio