Creative Planning Spdr Portfolio Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Spdr Portfolio stock. As of the latest transaction made, Creative Planning holds 66,205,559 shares of SPMD stock, worth $3.4 Billion. This represents 3.92% of its overall portfolio holdings.
Number of Shares
66,205,559
Previous 62,288,448
6.29%
Holding current value
$3.4 Billion
Previous $3.03 Billion
16.37%
% of portfolio
3.92%
Previous 3.64%
Shares
27 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Betterment LLC New York, NY14.5MShares$745 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$579 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$298 Million8.62% of portfolio
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Tiedemann Advisors, LLC5.75MShares$295 Million10.91% of portfolio
-
Valmark Advisers, Inc.5.68MShares$291 Million5.32% of portfolio