Penobscot Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Penobscot Wealth Management
- $201 Million
- Q1 2025
A detailed history of Penobscot Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Penobscot Wealth Management holds 20,609 shares of SPDW stock, worth $831,160. This represents 0.37% of its overall portfolio holdings.
Number of Shares
20,609
Previous 19,246
7.08%
Holding current value
$831,160
Previous $657,000
14.16%
% of portfolio
0.37%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,100Shares Held
554MCall 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, LLC13MShares$523 Million1.88% of portfolio