Portland Financial Advisors Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 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 8,480 shares of SPDW stock, worth $337,588. This represents 0.79% of its overall portfolio holdings.
Number of Shares
8,480
Previous 7,540
12.47%
Holding current value
$337,588
Previous $257 Million
19.98%
% of portfolio
0.79%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio