Independent Advisor Alliance Spdr Ser Tr Fds Spdr Portfolio Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 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 112,700 shares of SPDW stock, worth $4.65 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
112,700
Previous 1,445,464
92.2%
Holding current value
$4.65 Million
Previous $49.3 Million
91.68%
% of portfolio
0.14%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio