Ballentine Partners, LLC Spdr Portfolio Transaction History
Ballentine Partners, LLC
- $7.1 Billion
- Q3 2025
A detailed history of Ballentine Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ballentine Partners, LLC holds 4,247 shares of SPMD stock, worth $238,978. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,247
Previous 4,247
-0.0%
Holding current value
$238,978
Previous $230,000
5.22%
% of portfolio
0.0%
Previous 0.0%
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