Sanchez Wealth Management Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sanchez Wealth Management Group
- $386 Million
- Q2 2025
A detailed history of Sanchez Wealth Management Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sanchez Wealth Management Group holds 191,061 shares of SPDW stock, worth $8.27 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
191,061
Previous 184,575
3.51%
Holding current value
$8.27 Million
Previous $6.78 Million
14.12%
% of portfolio
2.01%
Previous 1.99%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,161Shares Held
577MCall 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