Ross\Johnson & Associates LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ross\Johnson & Associates LLC

$5.31 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 16, 2025	BUY	$33.84 - $37.77 $19,627 - $21,906	580 New	580 $21.1 Million

Others Institutions Holding SPDW

# of Institutions

1,190

Shares Held

608M

Call Options Held

5.2K

Put Options Held

13K

Creative Planning Overland Park, KS

113M
Shares

$4.93 Billion
3.74% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

58.5M
Shares

$2.56 Billion
4.79% of portfolio
Lpl Financial LLC Fort Mill, SC

34.1M
Shares

$1.49 Billion
0.46% of portfolio
Allworth Financial LP

29.7M
Shares

$1.3 Billion
5.78% of portfolio
Auto Owners Insurance CO Lansing, MI

15.2M
Shares

$666 Million
17.06% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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