Diligent Investors, LLC Spdr Portfolio Transaction History
Diligent Investors, LLC
- $366 Million
- Q1 2025
A detailed history of Diligent Investors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Diligent Investors, LLC holds 5,112 shares of SPMD stock, worth $260,916. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,112
Previous 5,112
-0.0%
Holding current value
$260,916
Previous $279,000
6.81%
% of portfolio
0.07%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.93 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$915 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$657 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$306 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio