Novus Advisors, LLC Spdr Portfolio Transaction History

Novus Advisors, LLC

$100 Billion
Q4 2024

A detailed history of Novus Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Novus Advisors, LLC holds 12,251 shares of SPMD stock, worth $697,571. This represents 0.67% of its overall portfolio holdings.

Number of Shares

12,251

Holding current value

$697,571

% of portfolio

0.67%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$54.13 - $59.56 $663,146 - $729,669	12,251 New	12,251 $670 Million

Others Institutions Holding SPMD

# of Institutions

693

Shares Held

190M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.17 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$984 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$695 Million
0.31% of portfolio
Valmark Advisers, Inc.

6M
Shares

$341 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$327 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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