Kestra Private Wealth Services, LLC Spdr Portfolio Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 61,837 shares of SPMD stock, worth $3.48 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
61,837
Previous 57,430
7.67%
Holding current value
$3.48 Million
Previous $3.12 Million
13.22%
% of portfolio
0.05%
Previous 0.05%
Shares
18 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