Worth Pointe, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Worth Pointe, LLC
- $232 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
576MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.21 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.52 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.35 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.27 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$743 Million16.36% of portfolio