Spartan Planning & Wealth Management Spdr Portfolio Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.71 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$864 Million2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$621 Million0.3% of portfolio
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Valmark Advisers, Inc.6.37MShares$307 Million4.98% of portfolio
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Tiedemann Advisors, LLC5.75MShares$277 Million10.91% of portfolio