Betterment LLC Spdr Portfolio Transaction History
Betterment LLC
- $41.6 Billion
- Q3 2024
A detailed history of Betterment LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 17,285,695 shares of SPMD stock, worth $981 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
17,285,695
Previous 16,258,493
6.32%
Holding current value
$981 Million
Previous $834 Million
13.32%
% of portfolio
2.27%
Previous 2.16%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.16 Billion3.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$692 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$332 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio
-
Cwm, LLC5.72MShares$325 Million1.35% of portfolio