Truepoint, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Truepoint, Inc.
- $3.59 Billion
- Q1 2025
A detailed history of Truepoint, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Truepoint, Inc. holds 75,739 shares of SPDW stock, worth $3.02 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
75,739
Previous 106,028
28.57%
Holding current value
$3.02 Million
Previous $3.62 Million
23.8%
% of portfolio
0.08%
Previous 0.1%
Shares
8 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