Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portside Wealth Group, LLC
- $675 Billion
- Q2 2025
A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 297,392 shares of SPDW stock, worth $12.9 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
297,392
Previous 284,960
4.36%
Holding current value
$12.9 Million
Previous $10.4 Billion
16.06%
% of portfolio
1.78%
Previous 1.69%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
1,158Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio