Compass Financial Services Inc Spdr Portfolio Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 2025
A detailed history of Compass Financial Services Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Compass Financial Services Inc holds 551 shares of SPMD stock, worth $31,004. This represents 0.01% of its overall portfolio holdings.
Number of Shares
551
Previous 549
0.36%
Holding current value
$31,004
Previous $29.9 Million
5.52%
% of portfolio
0.01%
Previous 0.01%
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