Valpey Financial Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valpey Financial Services, LLC holds 124,932 shares of SPDW stock, worth $5.39 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
124,932Holding current value
$5.39 Million% of portfolio
3.5%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,150Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.3 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.58 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.29 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$758 Million16.36% of portfolio