Valpey Financial Services, LLC Spdr Portfolio Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Valpey Financial Services, LLC holds 12,925 shares of SPMD stock, worth $727,289. This represents 0.48% of its overall portfolio holdings.
Number of Shares
12,925
Previous 13,057
1.01%
Holding current value
$727,289
Previous $710 Million
4.1%
% of portfolio
0.48%
Previous 0.49%
Shares
2 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