Benchmark Financial, LLC Spdr Portfolio Transaction History

Benchmark Financial, LLC

$100 Billion
Q4 2025

A detailed history of Benchmark Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Benchmark Financial, LLC holds 63,171 shares of SPMD stock, worth $3.55 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

63,171

Holding current value

$3.55 Million

% of portfolio

3.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$55.44 - $58.05 $3.5 Million - $3.67 Million	63,171 New	63,171 $3.66 Billion

Others Institutions Holding SPMD

# of Institutions

807

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.

7.04M
Shares

$396 Million
5.03% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

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Benchmark Financial, LLC Spdr Portfolio Transaction History