Independent Advisor Alliance Spdr Ser Tr Fds Spdr Portfolio Transaction History
Independent Advisor Alliance
- $2.71 Billion
- Q3 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 15,776 shares of SPDW stock, worth $540,643. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,776
Previous 15,508
1.73%
Holding current value
$540,643
Previous $544,000
8.82%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.12 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$934 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$602 Million16.39% of portfolio