Independent Advisor Alliance Spdr Ser Tr Fds Spdr Portfolio Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
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 1,445,464 shares of SPDW stock, worth $51.8 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
1,445,464
Previous 15,776
9062.42%
Holding current value
$51.8 Million
Previous $592,000
8233.28%
% of portfolio
0.68%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
979Shares Held
502MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.22 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$976 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.39% of portfolio