Client 1 St Advisory Group, LLC Spdr Portfolio Transaction History
Client 1 St Advisory Group, LLC
- $306 Million
- Q3 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 3,674 shares of SPMD stock, worth $206,735. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,674Holding current value
$206,735% of portfolio
0.07%Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares 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
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Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
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Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio