Intelligence Driven Advisers, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Intelligence Driven Advisers, LLC
- $515 Million
- Q1 2025
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,085Shares Held
550MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.28 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.47 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.16 Billion0.45% of portfolio
-
Cwm, LLC13MShares$491 Million1.88% of portfolio