Summit Trail Advisors, LLC Spdr Portfolio Transaction History
Summit Trail Advisors, LLC
- $2.68 Billion
- Q4 2024
A detailed history of Summit Trail Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 338,503 shares of SPMD stock, worth $17.4 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
338,503
Previous 267,303
26.64%
Holding current value
$17.4 Million
Previous $14.6 Million
26.66%
% of portfolio
0.69%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.96 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$922 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$662 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$308 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$296 Million10.91% of portfolio