Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 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 33,170 shares of SPDW stock, worth $1.32 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
33,170
Previous 33,947
2.29%
Holding current value
$1.32 Million
Previous $1.28 Billion
11.21%
% of portfolio
0.42%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio