Bill Few Associates, Inc. Spdr Portfolio Transaction History
Bill Few Associates, Inc.
- $275 Million
- Q1 2025
A detailed history of Bill Few Associates, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Bill Few Associates, Inc. holds 60,331 shares of SPMD stock, worth $3.18 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
60,331
Previous 58,980
2.29%
Holding current value
$3.18 Million
Previous $3.23 Million
4.28%
% of portfolio
1.12%
Previous 1.15%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio