Legacy Investment Solutions, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Legacy Investment Solutions, LLC
- $120 Million
- Q2 2025
A detailed history of Legacy Investment Solutions, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 5,088 shares of SPDW stock, worth $209,625. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,088
Previous 108
4611.11%
Holding current value
$209,625
Previous $3,000
6766.67%
% of portfolio
0.17%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,125Shares Held
583MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.11 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP32MShares$1.32 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio