Coastal Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Coastal Investment Advisors, Inc.
- $290 Million
- Q4 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 33,702 shares of SPDW stock, worth $1.47 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
33,702
Previous 31,488
7.03%
Holding current value
$1.47 Million
Previous $1.35 Million
9.43%
% of portfolio
0.51%
Previous 0.48%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
1,199Shares 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