True Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 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 68,123 shares of SPDW stock, worth $2.97 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
68,123
Previous 59,248
14.98%
Holding current value
$2.97 Million
Previous $2.16 Million
27.86%
% of portfolio
0.36%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio