Shepherd Financial Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Shepherd Financial Partners LLC
- $831 Million
- Q1 2025
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 12,998 shares of SPDW stock, worth $535,517. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,998
Previous 12,998
-0.0%
Holding current value
$535,517
Previous $443,000
7.67%
% of portfolio
0.06%
Previous 0.05%
Shares
1 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