Crescent Grove Advisors, LLC Spdr Portfolio Transaction History
Crescent Grove Advisors, LLC
- $910 Million
- Q1 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 36,615 shares of SPMD stock, worth $1.93 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
36,615
Previous 36,795
0.49%
Holding current value
$1.93 Million
Previous $2.01 Million
6.91%
% of portfolio
0.21%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio