Lodestone Wealth Management LLC Spdr Portfolio Transaction History

Lodestone Wealth Management LLC

$246 Billion
Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 204 shares of SPMD stock, worth $11,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares

204

Holding current value

$11,479

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 15, 2026	BUY	$55.44 - $58.05 $11,309 - $11,842	204 New	204 $11.8 Million

Others Institutions Holding SPMD

# of Institutions

808

Shares Held

230M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Lodestone Wealth Management LLC Spdr Portfolio Transaction History