Advisor Os, LLC Spdr Portfolio Transaction History
Advisor Os, LLC
- $1.07 Billion
- Q3 2025
A detailed history of Advisor Os, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Advisor Os, LLC holds 112,295 shares of SPMD stock, worth $6.32 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
112,295
Previous 99,977
12.32%
Holding current value
$6.32 Million
Previous $5.44 Million
18.14%
% of portfolio
0.6%
Previous 0.56%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio