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 $11.9 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
238,402
Previous 130,380
82.85%
Holding current value
$11.9 Million
Previous $7.13 Million
70.66%
% of portfolio
2.34%
Previous 1.32%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
732Shares Held
209MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$643 Million0.3% of portfolio
-
Cwm, LLC6.58MShares$329 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio