Sovereign Financial Group, Inc. Spdr Portfolio Transaction History
Sovereign Financial Group, Inc.
- $425 Million
- Q1 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,795 shares of SPMD stock, worth $278,797. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,795
Previous 5,795
-0.0%
Holding current value
$278,797
Previous $316,000
6.65%
% of portfolio
0.07%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
206MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.7 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$863 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$620 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$288 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio