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 $77,841. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,618
Previous 1,554
4.12%
Holding current value
$77,841
Previous $84,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding SPMD
# of Institutions
733Shares 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