Idaho Trust Bank Spdr Ser Tr Fds Spdr Portfolio Transaction History

Idaho Trust Bank

$245 Billion
Q1 2025

A detailed history of Idaho Trust Bank transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Idaho Trust Bank holds 124,547 shares of SPDW stock, worth $4.9 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

124,547

Holding current value

$4.9 Million

% of portfolio

1.85%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$33.84 - $37.77 $4.21 Million - $4.7 Million	124,547 New	124,547 $4.53 Billion

Others Institutions Holding SPDW

# of Institutions

1,085

Shares Held

550M

Call Options Held

3.1K

Put Options Held

200

Creative Planning Overland Park, KS

86.6M
Shares

$3.41 Billion
2.98% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

65.2M
Shares

$2.57 Billion
5.11% of portfolio
Allworth Financial LP

31.6M
Shares

$1.24 Billion
6.63% of portfolio
Lpl Financial LLC Fort Mill, SC

30.7M
Shares

$1.21 Billion
0.45% of portfolio
Cwm, LLC

13M
Shares

$510 Million
1.88% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

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