Strategic Investment Advisors Spdr Portfolio Transaction History
Strategic Investment Advisors
- $940 Million
- Q4 2024
A detailed history of Strategic Investment Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Investment Advisors holds 3,973 shares of SPMD stock, worth $206,596. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,973
Previous 4,219
5.83%
Holding current value
$206,596
Previous $230,000
5.65%
% of portfolio
0.02%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$933 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$670 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$312 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$299 Million10.91% of portfolio