Lumbard & Kellner, LLC Spdr Portfolio Transaction History

Lumbard & Kellner, LLC

$217 Million
Q4 2024

A detailed history of Lumbard & Kellner, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lumbard & Kellner, LLC holds 102,635 shares of SPMD stock, worth $5.78 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

102,635

Holding current value

$5.78 Million

% of portfolio

2.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$54.13 - $59.56 $5.56 Million - $6.11 Million	102,635 New	102,635 $5.61 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.33 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$1.01 Billion
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$725 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$338 Million
5.14% 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

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lumbard & Kellner, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumbard & Kellner, LLC with notifications on news.

Account

Lumbard & Kellner, LLC Spdr Portfolio Transaction History