Vision Point Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 82,328 shares of SPDW stock, worth $3.56 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
82,328
Previous 59,356
38.7%
Holding current value
$3.56 Million
Previous $2.4 Million
46.57%
% of portfolio
0.75%
Previous 0.56%
Shares
22 transactions
Others Institutions Holding SPDW
# of Institutions
1,161Shares 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