Worth Financial Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Worth Financial Advisory Group, LLC
- $178 Billion
- Q3 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 47,378 shares of SPDW stock, worth $2.07 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
47,378
Previous 46,963
0.88%
Holding current value
$2.07 Million
Previous $1.9 Billion
6.61%
% of portfolio
1.14%
Previous 1.17%
Shares
12 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