Symphony Financial, Ltd. Co. Spdr Portfolio Transaction History
Symphony Financial, Ltd. Co.
- $816 Million
- Q3 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in Spdr Portfolio stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 97,778 shares of SPMD stock, worth $5.5 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
97,778
Previous 96,144
1.7%
Holding current value
$5.5 Million
Previous $5.23 Million
6.94%
% of portfolio
0.69%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio