Novus Advisors, LLC Spdr Portfolio Transaction History

Novus Advisors, LLC

$100 Billion
Q4 2024

A detailed history of Novus Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Novus Advisors, LLC holds 12,251 shares of SPMD stock, worth $688,628. This represents 0.67% of its overall portfolio holdings.

Number of Shares

12,251

Holding current value

$688,628

% of portfolio

0.67%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$54.13 - $59.56 $663,146 - $729,669	12,251 New	12,251 $670 Million

Others Institutions Holding SPMD

# of Institutions

696

Shares Held

191M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.12 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$972 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$686 Million
0.31% of portfolio
Valmark Advisers, Inc.

6M
Shares

$337 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$323 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 Novus Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Novus Advisors, LLC with notifications on news.

Account