Belpointe Asset Management LLC Spdr Portfolio Transaction History
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
A detailed history of Belpointe Asset Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Belpointe Asset Management LLC holds 6,839 shares of SPMD stock, worth $385,651. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,839
Previous 12,884
46.92%
Holding current value
$385,651
Previous $659,000
43.7%
% of portfolio
0.02%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding SPMD
# of Institutions
788Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio