Crescent Grove Advisors, LLC Spdr Portfolio Transaction History
Crescent Grove Advisors, LLC
- $980 Million
- Q2 2025
A detailed history of Crescent Grove Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 37,099 shares of SPMD stock, worth $2.09 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
37,099
Previous 36,615
1.32%
Holding current value
$2.09 Million
Previous $1.87 Million
7.69%
% of portfolio
0.21%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
795Shares Held
225MCall 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