Stewardship Advisors, LLC Spdr Portfolio Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stewardship Advisors, LLC holds 99,453 shares of SPMD stock, worth $5.71 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
99,453
Previous 99,942
0.49%
Holding current value
$5.71 Million
Previous $5.46 Million
0.46%
% of portfolio
1.59%
Previous 1.62%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
662Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.2 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$992 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$700 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$336 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$330 Million10.91% of portfolio