Independent Advisor Alliance Spdr Ser Tr Fds Spdr Portfolio Transaction History

Independent Advisor Alliance

$3.36 Billion
Q2 2025

A detailed history of Independent Advisor Alliance transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Independent Advisor Alliance holds 144,805 shares of SPDW stock, worth $6.27 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

144,805

Previous 112,700 28.49%

Holding current value

$6.27 Million

Previous $4.1 Million 42.9%

% of portfolio

0.17%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$32.66 - $40.75 $1.05 Million - $1.31 Million	32,105 Added 28.49%	144,805 $5.86 Million
Q1 2025 May 12, 2025	SELL	$33.84 - $37.77 $45.1 Million - $50.3 Million	-1,332,764 Reduced 92.2%	112,700 $4.1 Million
Q4 2024 Feb 07, 2025	BUY	$34.13 - $37.35 $48.8 Million - $53.4 Million	1,429,688 Added 9062.42%	1,445,464 $49.3 Million
Q3 2024 Nov 12, 2024	BUY	$33.74 - $37.96 $9,042 - $10,173	268 Added 1.73%	15,776 $592,000
Q2 2024 Aug 12, 2024	BUY	$34.2 - $36.64 $39,056 - $41,842	1,142 Added 7.95%	15,508 $544,000
Q1 2024 May 08, 2024	BUY	$32.85 - $35.9 $471,923 - $515,739	14,366 New	14,366 $514,000

Others Institutions Holding SPDW

# of Institutions

1,168

Shares Held

585M

Call Options Held

500

Put Options Held

200

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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance Spdr Ser Tr Fds Spdr Portfolio Transaction History