Sierra Ocean, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sierra Ocean, LLC

$139 Billion
Q2 2025

A detailed history of Sierra Ocean, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sierra Ocean, LLC holds 1,400 shares of SPDW stock, worth $60,592. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,400

Holding current value

$60,592

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$32.66 - $40.75 $45,723 - $57,050	1,400 New	1,400 $56.7 Million

Others Institutions Holding SPDW

# of Institutions

1,168

Shares Held

585M

Call Options Held

500

Put Options Held

200

Creative Planning Overland Park, KS

99.6M
Shares

$4.31 Billion
3.47% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

59.7M
Shares

$2.59 Billion
4.84% of portfolio
Allworth Financial LP

32M
Shares

$1.38 Billion
6.42% of portfolio
Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.3 Billion
0.43% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$761 Million
16.36% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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