Tru Independence Asset Management 2, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tru Independence Asset Management 2, LLC
- $133 Million
- Q3 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 18,385 shares of SPDW stock, worth $795,702. This represents 0.59% of its overall portfolio holdings.
Number of Shares
18,385
Previous 24,561
25.15%
Holding current value
$795,702
Previous $994,000
20.93%
% of portfolio
0.59%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
1,159Shares Held
579MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio