Investors Research Corp Spdr Portfolio Transaction History

Investors Research Corp

$523 Million
Q4 2025

A detailed history of Investors Research Corp transactions in Spdr Portfolio stock. As of the latest transaction made, Investors Research Corp holds 101 shares of SPMD stock, worth $5,683. This represents 0.0% of its overall portfolio holdings.

Number of Shares

101

Previous 101 -0.0%

Holding current value

$5,683

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 02, 2025	BUY	$54.43 - $58.29 $5,497 - $5,887	101 New	101 $5,000

Others Institutions Holding SPMD

# of Institutions

805

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

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Ticker SPMD
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Investors Research Corp Spdr Portfolio Transaction History