Tru Independence Asset Management 2, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tru Independence Asset Management 2, LLC
- $130 Million
- Q2 2025
A detailed history of Tru Independence Asset Management 2, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 24,561 shares of SPDW stock, worth $1.01 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
24,561
Previous 18,831
30.43%
Holding current value
$1.01 Million
Previous $685,000
45.11%
% of portfolio
0.77%
Previous 0.59%
Shares
4 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