Wealth Trak Capital Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Trak Capital Management LLC
- $116 Billion
- Q1 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 129,419 shares of SPDW stock, worth $4.9 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
129,419
Previous 60,233
114.86%
Holding current value
$4.9 Million
Previous $2.06 Billion
129.22%
% of portfolio
4.06%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,085Shares Held
548MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.28 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.47 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.16 Billion0.45% of portfolio
-
Cwm, LLC13MShares$491 Million1.88% of portfolio