True North Advisors, LLC Spdr Portfolio Transaction History
True North Advisors, LLC
- $616 Million
- Q3 2025
A detailed history of True North Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, True North Advisors, LLC holds 3,992 shares of SPMD stock, worth $224,629. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,992
Previous 3,992
-0.0%
Holding current value
$224,629
Previous $217,000
5.07%
% of portfolio
0.04%
Previous 0.04%
Shares
3 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