Center For Financial Planning, Inc. Spdr Portfolio Transaction History
Center For Financial Planning, Inc.
- $932 Million
- Q3 2025
A detailed history of Center For Financial Planning, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 481 shares of SPMD stock, worth $27,065. This represents 0.0% of its overall portfolio holdings.
Number of Shares
481
Previous 481
-0.0%
Holding current value
$27,065
Previous $26,000
3.85%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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