Wealthcare Capital Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealthcare Capital Management LLC

$978 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$30.88 - $33.58 $251,177 - $273,139	8,134 New	8,134 $252,000

Others Institutions Holding SPDW

# of Institutions

955

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.18 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.88 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.05 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$961 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$619 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.