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 $19.1 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
347,726
Previous 227,117
53.1%
Holding current value
$19.1 Million
Previous $11.6 Million
62.69%
% of portfolio
0.4%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio