Asset Dedication, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

A detailed history of Asset Dedication, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Asset Dedication, LLC holds 70 shares of SPDW stock, worth $2,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,469

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$33.74 - $37.96 $2,361 - $2,657	70 New	70 $2,000
Q1 2019 Apr 19, 2019	SELL	N/A	-1,022 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	N/A	1,022 New	1,022 $27,000

Others Institutions Holding SPDW

# of Institutions

955

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.18 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.88 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.05 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$962 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$620 Million
16.39% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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