Ballentine Partners, LLC Spdr Portfolio Transaction History
Ballentine Partners, LLC
- $5.74 Billion
- Q1 2025
A detailed history of Ballentine Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ballentine Partners, LLC holds 4,247 shares of SPMD stock, worth $212,095. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,247
Previous 4,247
-0.0%
Holding current value
$212,095
Previous $232,000
6.47%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
732Shares Held
209MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$643 Million0.3% of portfolio
-
Cwm, LLC6.58MShares$329 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio