Gradient Investments LLC Spdr Portfolio Transaction History
Gradient Investments LLC
- $4.99 Billion
- Q4 2025
A detailed history of Gradient Investments LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Gradient Investments LLC holds 109,289 shares of SPMD stock, worth $6.15 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
109,289
Previous 69,452
57.36%
Holding current value
$6.15 Million
Previous $3.97 Million
54.85%
% of portfolio
0.12%
Previous 0.08%
Shares
14 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