Arbor Fi Advisors, LLC Spdr Portfolio Transaction History

Arbor Fi Advisors, LLC

$99.6 Billion
Q4 2024

A detailed history of Arbor Fi Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Arbor Fi Advisors, LLC holds 69,941 shares of SPMD stock, worth $3.57 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

69,941

Holding current value

$3.57 Million

% of portfolio

3.84%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$54.13 - $59.56 $3.79 Million - $4.17 Million	69,941 New	69,941 $3.83 Billion

Others Institutions Holding SPMD

# of Institutions

721

Shares Held

205M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.93 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$915 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$657 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$306 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$293 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Arbor Fi Advisors, LLC Spdr Portfolio Transaction History