Tobias Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
1,117Shares Held
569MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.5 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.64 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$710 Million16.36% of portfolio