Davis R M Inc Spdr Portfolio Transaction History

Davis R M Inc

$5.64 Billion
Q3 2025

A detailed history of Davis R M Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Davis R M Inc holds 10,851 shares of SPMD stock, worth $610,585. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,851

Holding current value

$610,585

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$54.43 - $58.29 $590,619 - $632,504	10,851 New	10,851 $620,000

Others Institutions Holding SPMD

# of Institutions

803

Shares Held

232M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Davis R M Inc, based on Form 13F filings with the SEC.

News

Stay updated on Davis R M Inc with notifications on news.

Account