Values Added Financial LLC Spdr Portfolio Transaction History

Values Added Financial LLC

$180 Billion
Q1 2025

A detailed history of Values Added Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Values Added Financial LLC holds 4,056 shares of SPMD stock, worth $202,556. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,056

Holding current value

$202,556

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$50.21 - $57.73 $203,651 - $234,152	4,056 New	4,056 $208 Million

Others Institutions Holding SPMD

# of Institutions

732

Shares Held

209M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.85 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$896 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$643 Million
0.3% of portfolio
Cwm, LLC

6.58M
Shares

$329 Million
1.34% of portfolio
Valmark Advisers, Inc.

6.37M
Shares

$318 Million
4.98% of portfolio

View Full List

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Values Added Financial LLC Spdr Portfolio Transaction History