Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wallace Advisory Group, LLC
- $95.3 Billion
- Q4 2025
A detailed history of Wallace Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 23,377 shares of SPDW stock, worth $1.02 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
23,377
Previous 24,193
3.37%
Holding current value
$1.02 Million
Previous $980 Million
5.98%
% of portfolio
1.09%
Previous 0.79%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,203Shares Held
612MCall 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
-
Cwm, LLC15.5MShares$679 Million1.87% of portfolio