Dakota Wealth Management Spdr Portfolio Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Dakota Wealth Management holds 347,726 shares of SPMD stock, worth $19.6 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
347,726
Previous 227,117
53.1%
Holding current value
$19.6 Million
Previous $11.6 Million
62.69%
% of portfolio
0.4%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
794Shares Held
226MCall 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