Capital Asset Advisory Services LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Capital Asset Advisory Services LLC
- $1.94 Billion
- Q1 2025
A detailed history of Capital Asset Advisory Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 1,658,409 shares of SPDW stock, worth $60.9 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
1,658,409
Previous 1,479,320
12.11%
Holding current value
$60.9 Million
Previous $50.5 Million
20.65%
% of portfolio
3.14%
Previous 2.51%
Shares
23 transactions
Others Institutions Holding SPDW
# of Institutions
1,045Shares Held
533MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio