Vestment Financial LLC Spdr Portfolio Transaction History

Vestment Financial LLC

$131 Billion
Q4 2024

A detailed history of Vestment Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vestment Financial LLC holds 3,679 shares of SPMD stock, worth $207,127. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,679

Holding current value

$207,127

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$54.13 - $59.56 $199,144 - $219,121	3,679 New	3,679 $202 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.33 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$1.01 Billion
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$725 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$338 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

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