Wealth Quarterback LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Quarterback LLC
- $241 Million
- Q3 2025
A detailed history of Wealth Quarterback LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Quarterback LLC holds 7,469 shares of SPDW stock, worth $326,843. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,469
Previous 7,509
0.53%
Holding current value
$326,843
Previous $304,000
4.93%
% of portfolio
0.13%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
1,191Shares Held
608MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio