Tempus Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q3 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 40,336 shares of SPDW stock, worth $1.77 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
40,336
Previous 40,355
0.05%
Holding current value
$1.77 Million
Previous $1.63 Million
5.63%
% of portfolio
0.45%
Previous 0.45%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
1,193Shares Held
609MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP32MShares$1.4 Billion6.42% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio