Asset Dedication, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
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 9,951 shares of SPDW stock, worth $392,467. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,951
Previous 2,070
380.72%
Holding current value
$392,467
Previous $70,000
417.14%
% of portfolio
0.03%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
1,085Shares Held
550MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.42 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.57 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.25 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.21 Billion0.45% of portfolio
-
Cwm, LLC13MShares$511 Million1.88% of portfolio