Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $181 Billion
- Q2 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 203,681 shares of SPMD stock, worth $11.2 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
203,681
Previous 204,407
0.36%
Holding current value
$11.2 Million
Previous $10.5 Billion
5.88%
% of portfolio
6.13%
Previous 6.18%
Shares
7 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