Perissos Private Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Perissos Private Wealth Management, LLC
- $137 Billion
- Q3 2025
A detailed history of Perissos Private Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 5,245 shares of SPDW stock, worth $229,521. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,245
Previous 117,221
95.53%
Holding current value
$229,521
Previous $4.75 Billion
95.27%
% of portfolio
0.16%
Previous 3.75%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,193Shares Held
607MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio