Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Spartan Planning & Wealth Management
- $106 Million
- Q4 2024
A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 55,995 shares of SPDW stock, worth $2.06 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
55,995
Previous 102,983
45.63%
Holding current value
$2.06 Million
Previous $3.5 Million
45.43%
% of portfolio
1.81%
Previous 3.91%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio