A detailed history of Assured Partners Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 7,479 shares of SPDW stock, worth $283,154. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,479
Previous 8,128 7.98%
Holding current value
$283,154
Previous $277 Million 1.84%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

SELL
$33.84 - $37.77 $21,962 - $24,512
-649 Reduced 7.98%
7,479 $272 Million
Q4 2024

Feb 12, 2025

BUY
$34.13 - $37.35 $277,408 - $303,580
8,128 New
8,128 $277 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Assured Partners Investment Advisors, LLC Portfolio

Follow Assured Partners Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Assured Partners Investment Advisors, LLC with notifications on news.