Cary Street Partners Financial LLC Spdr Portfolio Transaction History
Cary Street Partners Financial LLC
- $3.56 Trillion
- Q2 2025
A detailed history of Cary Street Partners Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 40,046 shares of SPMD stock, worth $2.2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
40,046
Previous 207,199
80.67%
Holding current value
$2.2 Million
Previous $10.6 Billion
79.46%
% of portfolio
0.06%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
771Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio