Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 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 284,960 shares of SPDW stock, worth $10.7 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
284,960
Previous 266,832
6.79%
Holding current value
$10.7 Million
Previous $9.11 Billion
13.93%
% of portfolio
1.69%
Previous 1.51%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,058Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.51 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$825 Million17.44% of portfolio