Worth Pointe, LLC Spdr Portfolio Transaction History

Worth Pointe, LLC

$241 Million
Q4 2024

A detailed history of Worth Pointe, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Pointe, LLC holds 6,671 shares of SPMD stock, worth $363,035. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,671

Holding current value

$363,035

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$54.13 - $59.56 $361,101 - $397,324	6,671 New	6,671 $364,000

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.19 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$976 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$701 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$326 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$313 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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