One Wealth Capital Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
One Wealth Capital Management, LLC
- $223 Billion
- Q3 2025
A detailed history of One Wealth Capital Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 6,726 shares of SPDW stock, worth $294,329. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,726
Previous 5,700
18.0%
Holding current value
$294,329
Previous $231 Million
24.7%
% of portfolio
0.13%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
1,192Shares Held
607MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio