Midwestern Financial, LLC /Ia Spdr Portfolio Transaction History

Midwestern Financial, LLC /Ia

$107 Billion
Q2 2025

A detailed history of Midwestern Financial, LLC /Ia transactions in Spdr Portfolio stock. As of the latest transaction made, Midwestern Financial, LLC /Ia holds 4,573 shares of SPMD stock, worth $253,527. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,573

Holding current value

$253,527

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 28, 2025	BUY	$44.89 - $54.38 $205,281 - $248,679	4,573 New	4,573 $249 Million

Others Institutions Holding SPMD

# of Institutions

783

Shares Held

224M

Call Options Held

11.2K

Put Options Held

Creative Planning Overland Park, KS

83.1M
Shares

$4.6 Billion
3.89% of portfolio
Betterment LLC New York, NY

19.2M
Shares

$1.06 Billion
2.22% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$702 Million
0.24% of portfolio
Valmark Advisers, Inc.

6.64M
Shares

$368 Million
5.11% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$319 Million
10.91% of portfolio

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Midwestern Financial, LLC /Ia Spdr Portfolio Transaction History