True Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
True Private Wealth Advisors
- $788 Million
- Q1 2025
A detailed history of True Private Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, True Private Wealth Advisors holds 59,248 shares of SPDW stock, worth $2.36 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
59,248
Previous 51,566
14.9%
Holding current value
$2.36 Million
Previous $1.76 Million
22.63%
% of portfolio
0.27%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares 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