Rfg Advisory, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rfg Advisory, LLC
- $2.6 Billion
- Q2 2025
A detailed history of Rfg Advisory, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rfg Advisory, LLC holds 369,949 shares of SPDW stock, worth $15.2 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
369,949
Previous 417,649
11.42%
Holding current value
$15.2 Million
Previous $15.3 Million
2.35%
% of portfolio
0.58%
Previous 0.44%
Shares
32 transactions
Others Institutions Holding SPDW
# of Institutions
1,128Shares Held
584MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.11 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP32MShares$1.32 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.24 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio