Paladin Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Paladin Advisory Group, LLC
- $122 Million
- Q1 2025
A detailed history of Paladin Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 55,329 shares of SPDW stock, worth $2.25 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
55,329
Previous 55,041
0.52%
Holding current value
$2.25 Million
Previous $1.88 Million
8.2%
% of portfolio
1.67%
Previous 1.45%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,108Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.52 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.65 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.25 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$576 Million2.02% of portfolio