Comprehensive Money Management Services LLC Spdr Portfolio Transaction History
Comprehensive Money Management Services LLC
- $133 Million
- Q3 2025
A detailed history of Comprehensive Money Management Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Comprehensive Money Management Services LLC holds 17,850 shares of SPMD stock, worth $1.01 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
17,850
Previous 17,880
0.17%
Holding current value
$1.01 Million
Previous $972 Million
99.9%
% of portfolio
0.77%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
794Shares Held
226MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio