Sterling Investment Advisors, Ltd. Spdr Portfolio Transaction History
Sterling Investment Advisors, Ltd.
- $388 Million
- Q4 2024
A detailed history of Sterling Investment Advisors, Ltd. transactions in Spdr Portfolio stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 32,510 shares of SPMD stock, worth $1.66 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
32,510
Previous 32,993
1.46%
Holding current value
$1.66 Million
Previous $1.8 Million
1.5%
% of portfolio
0.46%
Previous 0.49%
Shares
22 transactions
Others Institutions Holding SPMD
# of Institutions
721Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio