Paladin Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Paladin Advisory Group, LLC
- $128 Million
- Q2 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 55,598 shares of SPDW stock, worth $2.41 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
55,598
Previous 55,329
0.49%
Holding current value
$2.41 Million
Previous $2.03 Million
10.78%
% of portfolio
1.76%
Previous 1.67%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,151Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio