Windsor Capital Management, LLC Spdr Portfolio Transaction History
Windsor Capital Management, LLC
- $362 Million
- Q4 2025
A detailed history of Windsor Capital Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Windsor Capital Management, LLC holds 167,745 shares of SPMD stock, worth $9.44 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
167,745
Previous 172,549
2.78%
Holding current value
$9.44 Million
Previous $9.87 Million
4.35%
% of portfolio
2.61%
Previous 2.77%
Shares
32 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
231MCall 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