Patriot Investment Management Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Patriot Investment Management Inc.
- $1.52 Billion
- Q3 2025
A detailed history of Patriot Investment Management Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Patriot Investment Management Inc. holds 84,206 shares of SPDW stock, worth $3.64 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
84,206
Previous 84,206
-0.0%
Holding current value
$3.64 Million
Previous $3.41 Million
5.69%
% of portfolio
0.24%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,168Shares Held
585MCall 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