Saxony Capital Management, LLC Spdr Portfolio Transaction History
Saxony Capital Management, LLC
- $145 Million
- Q4 2025
A detailed history of Saxony Capital Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Saxony Capital Management, LLC holds 20,146 shares of SPMD stock, worth $1.13 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
20,146Holding current value
$1.13 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
808Shares Held
230MCall 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
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Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
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Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio