Wealth Shield Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Shield Partners, LLC
- $796 Million
- Q2 2025
A detailed history of Wealth Shield Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 18,963 shares of SPDW stock, worth $781,275. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,963
Previous 18,924
0.21%
Holding current value
$781,275
Previous $689,000
11.32%
% of portfolio
0.1%
Previous 0.09%
Shares
23 transactions
Others Institutions Holding SPDW
# of Institutions
1,144Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.11 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.46 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.32 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.24 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio