Wetherby Asset Management Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wetherby Asset Management Inc
- $2.19 Billion
- Q2 2025
A detailed history of Wetherby Asset Management Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,500 shares of SPDW stock, worth $324,600. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,500
Previous 7,500
-0.0%
Holding current value
$324,600
Previous $255,000
18.82%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,176Shares Held
584MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio