Steward Partners Investment Advisory, LLC Spdr Portfolio Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,618 shares of SPMD stock, worth $82,582. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,618
Previous 1,554
4.12%
Holding current value
$82,582
Previous $84,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
21 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