Dakota Wealth Management Spdr Portfolio Transaction History
Dakota Wealth Management
- $4.2 Billion
- Q1 2025
A detailed history of Dakota Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Dakota Wealth Management holds 227,117 shares of SPMD stock, worth $11.3 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
227,117
Previous 64,984
249.5%
Holding current value
$11.3 Million
Previous $3.55 Million
227.13%
% of portfolio
0.28%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
730Shares Held
208MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$643 Million0.3% of portfolio
-
Cwm, LLC6.58MShares$329 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio