Patriot Investment Management Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Patriot Investment Management Inc.
- $1.44 Billion
- Q2 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 $3.4 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
84,206
Previous 84,064
0.17%
Holding current value
$3.4 Million
Previous $3.09 Million
10.43%
% of portfolio
0.24%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,109Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.49 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.63 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$572 Million2.02% of portfolio