1620 Investment Advisors, Inc. Spdr Portfolio Transaction History
1620 Investment Advisors, Inc.
- $142 Million
- Q3 2025
A detailed history of 1620 Investment Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 78 shares of SPMD stock, worth $4,398. This represents 0.0% of its overall portfolio holdings.
Number of Shares
78
Previous 75
4.0%
Holding current value
$4,398
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
792Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio