Xena Financial Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Xena Financial Planning, LLC
- $85.2 Billion
- Q4 2025
A detailed history of Xena Financial Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Xena Financial Planning, LLC holds 207,277 shares of SPDW stock, worth $9.07 Million. This represents 10.81% of its overall portfolio holdings.
Number of Shares
207,277Holding current value
$9.07 Million% of portfolio
10.81%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
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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