Ballast Advisors LLC Spdr Portfolio Transaction History

Ballast Advisors LLC

$361 Million
Q3 2025

A detailed history of Ballast Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ballast Advisors LLC holds 455 shares of SPMD stock, worth $25,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares

455

Holding current value

$25,602

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$54.43 - $58.29 $24,765 - $26,521	455 New	455 $26,000

Others Institutions Holding SPMD

# of Institutions

806

Shares Held

232M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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