Financial Plan, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Plan, Inc. holds 7,702 shares of SPDW stock, worth $337,039. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,702Holding current value
$337,039% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,208Shares Held
613MCall 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
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Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
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Cwm, LLC15.5MShares$679 Million1.87% of portfolio