21 West Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
21 West Wealth Management LLC
- $109 Billion
- Q4 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 73,021 shares of SPDW stock, worth $3.2 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
73,021
Previous 72,453
0.78%
Holding current value
$3.2 Million
Previous $3.1 Billion
4.6%
% of portfolio
2.96%
Previous 2.94%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,195Shares Held
609MCall 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