21 West Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
21 West Wealth Management LLC
- $105 Billion
- Q3 2025
A detailed history of 21 West Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, 21 West Wealth Management LLC holds 72,453 shares of SPDW stock, worth $3.17 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
72,453
Previous 70,495
2.78%
Holding current value
$3.17 Million
Previous $2.85 Billion
8.62%
% of portfolio
2.94%
Previous 2.88%
Shares
2 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