Partners Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Partners Wealth Management, LLC
- $95.7 Billion
- Q4 2025
A detailed history of Partners Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partners Wealth Management, LLC holds 10,660 shares of SPDW stock, worth $466,481. This represents 0.49% of its overall portfolio holdings.
Number of Shares
10,660
Previous 10,722
0.58%
Holding current value
$466,481
Previous $459 Million
3.19%
% of portfolio
0.49%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,200Shares Held
612MCall 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
-
Cwm, LLC15.5MShares$679 Million1.87% of portfolio