Outlook Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 57,942 shares of SPDW stock, worth $2.31 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
57,942
Previous 37,990
52.52%
Holding current value
$2.31 Million
Previous $1.3 Million
64.2%
% of portfolio
0.72%
Previous 0.45%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio