Puff Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Puff Wealth Management, LLC
- $65.8 Billion
- Q3 2025
A detailed history of Puff Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Puff Wealth Management, LLC holds 63,956 shares of SPDW stock, worth $2.8 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
63,956
Previous 42,139
51.77%
Holding current value
$2.8 Million
Previous $1.71 Billion
60.4%
% of portfolio
4.16%
Previous 1.24%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
1,192Shares Held
607MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio