Sheets Smith Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sheets Smith Wealth Management holds 139,552 shares of SPDW stock, worth $5.14 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
139,552
Previous 129,888
7.44%
Holding current value
$5.14 Million
Previous $4.43 Million
14.62%
% of portfolio
0.64%
Previous 0.55%
Shares
32 transactions
Others Institutions Holding SPDW
# of Institutions
1,051Shares Held
537MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.46 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$810 Million17.44% of portfolio