Bok Financial Private Wealth, Inc. Spdr Portfolio Transaction History
Bok Financial Private Wealth, Inc.
- $1.58 Billion
- Q3 2025
A detailed history of Bok Financial Private Wealth, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 148,143 shares of SPMD stock, worth $8.45 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
148,143
Previous 101,417
46.07%
Holding current value
$8.45 Million
Previous $5.52 Million
53.62%
% of portfolio
0.54%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
804Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$722 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$390 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio