Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 34,642 shares of SPDW stock, worth $1.27 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
34,642
Previous 34,044
1.76%
Holding current value
$1.27 Million
Previous $1.22 Billion
0.4%
% of portfolio
0.58%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.21 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.95 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$643 Million16.46% of portfolio