Balance Wealth, LLC Spdr Portfolio Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balance Wealth, LLC holds 23,963 shares of SPMD stock, worth $1.19 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

23,963

Holding current value

$1.19 Million

% of portfolio

0.8%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$50.21 - $57.73 $1.2 Million - $1.38 Million	23,963 New	23,963 $1.23 Billion

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

$3.82 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$890 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$640 Million
0.3% of portfolio
Valmark Advisers, Inc.

6.37M
Shares

$316 Million
4.98% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$285 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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