Consolidated Portfolio Review Corp Spdr Portfolio Transaction History
Consolidated Portfolio Review Corp
- $723 Billion
- Q2 2025
A detailed history of Consolidated Portfolio Review Corp transactions in Spdr Portfolio stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 4,400 shares of SPMD stock, worth $248,248. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,400
Previous 4,515
2.55%
Holding current value
$248,248
Previous $231 Million
3.54%
% of portfolio
0.03%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio