Dorsey & Whitney Trust CO LLC Spdr Portfolio Transaction History

Dorsey & Whitney Trust CO LLC

$1.8 Billion
Q2 2025

A detailed history of Dorsey & Whitney Trust CO LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dorsey & Whitney Trust CO LLC holds 14,024 shares of SPMD stock, worth $790,813. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,024

Holding current value

$790,813

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$44.89 - $54.38 $629,537 - $762,625	14,024 New	14,024 $762,000

Others Institutions Holding SPMD

# of Institutions

794

Shares Held

226M

Call Options Held

11.2K

Put Options Held

Creative Planning Overland Park, KS

83.1M
Shares

$4.68 Billion
3.89% of portfolio
Betterment LLC New York, NY

19.2M
Shares

$1.08 Billion
2.22% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$714 Million
0.24% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$386 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

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Dorsey & Whitney Trust CO LLC Spdr Portfolio Transaction History