Jnba Financial Advisors Spdr Portfolio Transaction History
Jnba Financial Advisors
- $1.09 Billion
- Q3 2025
A detailed history of Jnba Financial Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Jnba Financial Advisors holds 860,987 shares of SPMD stock, worth $48.4 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
860,987
Previous 827,232
4.08%
Holding current value
$48.4 Million
Previous $45 Million
9.46%
% of portfolio
4.52%
Previous 4.36%
Shares
32 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