United Advisor Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, United Advisor Group, LLC holds 8,763 shares of SPDW stock, worth $383,468. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,763
Previous 8,276
5.88%
Holding current value
$383,468
Previous $335,000
11.64%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,192Shares 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