Sovran Advisors, LLC Spdr Portfolio Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sovran Advisors, LLC holds 3,665 shares of SPMD stock, worth $176,653. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,665

Holding current value

$176,653

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$54.13 - $59.56 $198,386 - $218,287	3,665 New	3,665 $203 Million

Others Institutions Holding SPMD

# of Institutions

728

Shares Held

207M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.71 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$864 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$621 Million
0.3% of portfolio
Valmark Advisers, Inc.

6.37M
Shares

$307 Million
4.98% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$277 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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