Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wallace Advisory Group, LLC
- $138 Billion
- Q2 2025
A detailed history of Wallace Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 24,369 shares of SPDW stock, worth $1.06 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
24,369
Previous 24,494
0.51%
Holding current value
$1.06 Million
Previous $836 Million
6.14%
% of portfolio
0.64%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
576MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.33 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$764 Million16.36% of portfolio