Wbh Advisory Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wbh Advisory Inc
- $1.06 Billion
- Q1 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 153,961 shares of SPDW stock, worth $6.13 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
153,961
Previous 141,935
8.47%
Holding current value
$6.13 Million
Previous $4.84 Million
15.71%
% of portfolio
0.53%
Previous 0.45%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio