Lri Investments, LLC Spdr Portfolio Transaction History

Lri Investments, LLC

$1.22 Trillion
Q3 2025

A detailed history of Lri Investments, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lri Investments, LLC holds 509 shares of SPMD stock, worth $28,641. This represents 0.0% of its overall portfolio holdings.

Number of Shares

509

Previous 509 -0.0%

Holding current value

$28,641

Previous $27.7 Million 5.17%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$50.21 - $57.73 $25,556 - $29,384	509 New	509 $26.1 Million

Others Institutions Holding SPMD

# of Institutions

808

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.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Lri Investments, LLC Spdr Portfolio Transaction History