Dynamic Financial Group Spdr Portfolio Transaction History

Dynamic Financial Group

$98.5 Billion
Q4 2024

A detailed history of Dynamic Financial Group transactions in Spdr Portfolio stock. As of the latest transaction made, Dynamic Financial Group holds 3,823 shares of SPMD stock, worth $195,125. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,823

Holding current value

$195,125

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Apr 09, 2025	BUY	$54.13 - $59.56 $206,938 - $227,697	3,823 New	3,823 $209 Million

Others Institutions Holding SPMD

# of Institutions

728

Shares Held

205M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.93 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$915 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$657 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$306 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$293 Million
10.91% of portfolio

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Dynamic Financial Group Spdr Portfolio Transaction History