Peterson Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Peterson Wealth Management
- $141 Million
- Q3 2025
A detailed history of Peterson Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Peterson Wealth Management holds 6,375 shares of SPDW stock, worth $278,970. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,375
Previous 6,375
-0.0%
Holding current value
$278,970
Previous $258,000
5.43%
% of portfolio
0.19%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,190Shares Held
608MCall 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