Winnow Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Winnow Wealth LLC holds 102 shares of SPDW stock, worth $4,417. This represents 0.0% of its overall portfolio holdings.

Number of Shares

102

Holding current value

$4,417

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$39.8 - $42.86 $4,059 - $4,371	102 New	102 $4.39 Million
Q2 2025 Aug 12, 2025	SELL	$32.66 - $40.75 $3,298 - $4,115	-101 Closed	0 $0
Q1 2025 Aug 26, 2025	BUY	$33.84 - $37.77 $3,417 - $3,814	101 New	101 $3.64 Million
Q4 2024 Aug 21, 2025	BUY	$34.13 - $37.35 $3,447 - $3,772	101 New	101 $3.42 Million

Others Institutions Holding SPDW

# of Institutions

1,178

Shares Held

585M

Call Options Held

500

Put Options Held

200

Creative Planning Overland Park, KS

99.6M
Shares

$4.32 Billion
3.47% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

59.7M
Shares

$2.59 Billion
4.84% of portfolio
Allworth Financial LP

32M
Shares

$1.38 Billion
6.42% of portfolio
Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.3 Billion
0.43% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$761 Million
16.36% of portfolio

View Full List

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 Winnow Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winnow Wealth LLC with notifications on news.

Account