Sterling Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sterling Financial Planning, Inc.
- $289 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,108Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.52 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.65 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.25 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$576 Million2.02% of portfolio