Mpwm Advisory Solutions, LLC Spdr Portfolio Transaction History

Mpwm Advisory Solutions, LLC

$137 Billion
Q4 2024

A detailed history of Mpwm Advisory Solutions, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 42 shares of SPMD stock, worth $2,285. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,285

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$54.13 - $59.56 $2,273 - $2,501	42 New	42 $2.3 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.19 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$976 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$701 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$326 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$313 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mpwm Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mpwm Advisory Solutions, LLC with notifications on news.

Account

Mpwm Advisory Solutions, LLC Spdr Portfolio Transaction History