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 $277,822. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,375
Previous 6,375
-0.0%
Holding current value
$277,822
Previous $217,000
6.91%
% of portfolio
0.16%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,145Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio