Wbh Advisory Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wbh Advisory Inc
- $1.16 Billion
- Q2 2025
A detailed history of Wbh Advisory Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wbh Advisory Inc holds 177,602 shares of SPDW stock, worth $7.74 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
177,602
Previous 153,961
15.36%
Holding current value
$7.74 Million
Previous $5.61 Million
28.3%
% of portfolio
0.62%
Previous 0.53%
Shares
18 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 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$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio