Schwallier Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Schwallier Wealth Management LLC
- $164 Billion
- Q2 2025
A detailed history of Schwallier Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 134,097 shares of SPDW stock, worth $5.8 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
134,097
Previous 104,260
28.62%
Holding current value
$5.8 Million
Previous $3.8 Billion
43.03%
% of portfolio
3.32%
Previous 2.8%
Shares
2 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