Vsm Wealth Advisory, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vsm Wealth Advisory, LLC
- $322 Billion
- Q3 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,972 shares of SPDW stock, worth $86,294. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,972
Previous 1,972
-0.0%
Holding current value
$86,294
Previous $79.8 Million
5.68%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,193Shares Held
598MCall Options Held
500Put Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.61 Billion4.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP32MShares$1.4 Billion6.42% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$769 Million16.36% of portfolio