Sage View Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 26,469 shares of SPDW stock, worth $1.15 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
26,469
Previous 28,017
5.53%
Holding current value
$1.15 Million
Previous $1.02 Billion
5.42%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,159Shares Held
579MCall 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