Legacy Solutions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Legacy Solutions, LLC
- $111 Billion
- Q3 2025
A detailed history of Legacy Solutions, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Legacy Solutions, LLC holds 212,374 shares of SPDW stock, worth $9.19 Million. This represents 8.17% of its overall portfolio holdings.
Number of Shares
212,374
              Previous 214,437
              
        
           0.96%
        
      
          
        Holding current value
$9.19 Million
            Previous $8.68 Billion
            
        
           4.66%
        
      
          
        % of portfolio
8.17%
            Previous 8.32%
          
        Shares
	  4 transactions
	
  Others Institutions Holding SPDW
# of Institutions
1,167Shares Held
579MCall Options Held
500Put Options Held
200- 
    
      Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
- 
    
      Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
- 
    
      Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio