Sherman Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sherman Wealth Management LLC holds 126,572 shares of SPDW stock, worth $5.54 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
126,572Holding current value
$5.54 Million% of portfolio
5.41%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,191Shares Held
608MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
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Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
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Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
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Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio