Betterment LLC Spdr Portfolio Transaction History
Betterment LLC
- $41.6 Billion
- Q4 2024
A detailed history of Betterment LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 17,932,988 shares of SPMD stock, worth $976 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
17,932,988
Previous 17,285,695
3.74%
Holding current value
$976 Million
Previous $945 Million
3.76%
% of portfolio
2.36%
Previous 2.27%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio
-
Cwm, LLC5.71MShares$311 Million1.3% of portfolio