Sage View Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 26,319 shares of SPDW stock, worth $1.15 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
26,319
Previous 26,469
0.57%
Holding current value
$1.15 Million
Previous $1.08 Billion
4.72%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,193Shares Held
607MCall 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