Cary Street Partners Financial LLC Spdr Portfolio Transaction History
Cary Street Partners Financial LLC
- $3.85 Trillion
- Q3 2025
A detailed history of Cary Street Partners Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 40,185 shares of SPMD stock, worth $2.26 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
40,185
Previous 40,046
0.35%
Holding current value
$2.26 Million
Previous $2.18 Billion
5.53%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio