Betterment LLC Spdr Portfolio Transaction History
Betterment LLC
- $41.6 Billion
- Q4 2024
A detailed history of Betterment LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 17,932,988 shares of SPMD stock, worth $915 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
17,932,988
Previous 17,285,695
3.74%
Holding current value
$915 Million
Previous $945 Million
3.76%
% of portfolio
2.36%
Previous 2.27%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio
-
Cwm, LLC5.71MShares$291 Million1.3% of portfolio