Peterson Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Peterson Wealth Management
- $147 Million
- Q1 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 $257,103. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,375
Previous 6,375
-0.0%
Holding current value
$257,103
Previous $217,000
6.91%
% of portfolio
0.16%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,095Shares Held
553MCall 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