Impact Partnership Wealth, LLC Spdr Portfolio Transaction History
Impact Partnership Wealth, LLC
- $542 Billion
- Q2 2025
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 490,448 shares of SPMD stock, worth $26.9 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
490,448
Previous 450,222
8.93%
Holding current value
$26.9 Million
Previous $23 Billion
15.75%
% of portfolio
4.92%
Previous 4.92%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
778Shares Held
220MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.05 Billion2.22% 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