Ci Private Wealth, LLC Spdr Portfolio Transaction History
Ci Private Wealth, LLC
- $62.5 Billion
- Q3 2025
A detailed history of Ci Private Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Ci Private Wealth, LLC holds 452,918 shares of SPMD stock, worth $25.5 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
452,918
Previous 423,452
6.96%
Holding current value
$25.5 Million
Previous $23 Million
12.49%
% of portfolio
0.04%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio