Ellenbecker Investment Group Spdr Portfolio Transaction History
Ellenbecker Investment Group
- $520 Million
- Q1 2025
A detailed history of Ellenbecker Investment Group transactions in Spdr Portfolio stock. As of the latest transaction made, Ellenbecker Investment Group holds 238,402 shares of SPMD stock, worth $12.7 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
238,402
Previous 130,380
82.85%
Holding current value
$12.7 Million
Previous $7.13 Million
70.66%
% of portfolio
2.34%
Previous 1.32%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
735Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.26 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$951 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$697 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$350 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$339 Million4.98% of portfolio