New Perspectives, Inc Spdr Portfolio Transaction History
New Perspectives, Inc
- $201 Million
- Q2 2025
A detailed history of New Perspectives, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, New Perspectives, Inc holds 272,527 shares of SPMD stock, worth $14.9 Million. This represents 7.37% of its overall portfolio holdings.
Number of Shares
272,527
Previous 269,465
1.14%
Holding current value
$14.9 Million
Previous $13.8 Million
7.46%
% of portfolio
7.37%
Previous 7.39%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
767Shares Held
220MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio