Dynamic Financial Group Spdr Portfolio Transaction History
Dynamic Financial Group
- $115 Billion
- Q3 2025
A detailed history of Dynamic Financial Group transactions in Spdr Portfolio stock. As of the latest transaction made, Dynamic Financial Group holds 4,288 shares of SPMD stock, worth $241,285. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,288
Previous 3,823
12.16%
Holding current value
$241,285
Previous $208 Million
17.95%
% of portfolio
0.21%
Previous 0.2%
Shares
3 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