Creative Planning Spdr Portfolio Call Options Transaction History
Creative Planning
- $106 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
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Cwm, LLC6.58MShares$347 Million1.34% of portfolio
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Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio
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Tiedemann Advisors, LLC5.75MShares$303 Million10.91% of portfolio