Rooted Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 18,628 shares of SPDW stock, worth $767,846. This represents 0.27% of its overall portfolio holdings.
Number of Shares
18,628
Previous 19,315
3.56%
Holding current value
$767,846
Previous $709,000
6.35%
% of portfolio
0.27%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio