Addison Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Addison Advisors LLC

$364 Million
Q2 2025

A detailed history of Addison Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Addison Advisors LLC holds 2,780 shares of SPDW stock, worth $121,152. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,780

Holding current value

$121,152

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$32.66 - $40.75 $90,794 - $113,285	2,780 New	2,780 $112,000

Others Institutions Holding SPDW

# of Institutions

1,148

Shares Held

575M

Call Options Held

500

Put Options Held

200

Creative Planning Overland Park, KS

99.6M
Shares

$4.34 Billion
3.47% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

59.7M
Shares

$2.6 Billion
4.84% of portfolio
Allworth Financial LP

32M
Shares

$1.39 Billion
6.42% of portfolio
Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.31 Billion
0.43% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$766 Million
16.36% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Addison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Addison Advisors LLC with notifications on news.

Account

Addison Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History