Portland Financial Advisors Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portland Financial Advisors Inc
- $41.7 Billion
- Q2 2025
A detailed history of Portland Financial Advisors Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portland Financial Advisors Inc holds 8,376 shares of SPDW stock, worth $363,937. This represents 0.81% of its overall portfolio holdings.
Number of Shares
8,376
Previous 8,480
1.23%
Holding current value
$363,937
Previous $309 Million
9.84%
% of portfolio
0.81%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,145Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.33 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$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$764 Million16.36% of portfolio