Opulen Financial Group LLC Spdr Portfolio Transaction History

Opulen Financial Group LLC

$110 Billion
Q4 2024

A detailed history of Opulen Financial Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Opulen Financial Group LLC holds 7,304 shares of SPMD stock, worth $366,733. This represents 0.36% of its overall portfolio holdings.

Number of Shares

7,304

Holding current value

$366,733

% of portfolio

0.36%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$54.13 - $59.56 $395,365 - $435,026	7,304 New	7,304 $399 Million

Others Institutions Holding SPMD

# of Institutions

720

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.87 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$900 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$647 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$301 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$289 Million
10.91% of portfolio

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Opulen Financial Group LLC Spdr Portfolio Transaction History