Shepherd Financial Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Shepherd Financial Partners LLC
- $976 Million
- Q3 2025
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 12,998 shares of SPDW stock, worth $568,792. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,998
Previous 12,998
-0.0%
Holding current value
$568,792
Previous $526,000
5.7%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,194Shares 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