Truepoint, Inc. Spdr Portfolio Transaction History

Truepoint, Inc.

$3.66 Billion
Q4 2024

A detailed history of Truepoint, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Truepoint, Inc. holds 5,246 shares of SPMD stock, worth $291,730. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,246

Holding current value

$291,730

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$54.13 - $59.56 $283,965 - $312,451	5,246 New	5,246 $286,000

Others Institutions Holding SPMD

# of Institutions

712

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.07 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$961 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$716 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$333 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$320 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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