Peterson Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Peterson Wealth Management
- $167 Million
- Q2 2025
A detailed history of Peterson Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Peterson Wealth Management holds 6,375 shares of SPDW stock, worth $278,970. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,375
Previous 6,375
-0.0%
Holding current value
$278,970
Previous $232,000
11.21%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,193Shares Held
609MCall 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 LP32MShares$1.4 Billion6.42% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio