U.S. Capital Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 23,485 shares of SPDW stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,485
Previous 20,833
12.73%
Holding current value
$1.02 Million
Previous $843,000
19.1%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
1,158Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio