Worth Financial Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 46,508 shares of SPDW stock, worth $1.76 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
46,508
Previous 50,920
8.66%
Holding current value
$1.76 Million
Previous $1.74 Billion
2.56%
% of portfolio
1.08%
Previous 1.07%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,062Shares Held
547MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.6 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.53 Billion4.81% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.06 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$833 Million17.44% of portfolio