Ellenbecker Investment Group Spdr Portfolio Transaction History
Ellenbecker Investment Group
- $581 Million
- Q2 2025
A detailed history of Ellenbecker Investment Group transactions in Spdr Portfolio stock. As of the latest transaction made, Ellenbecker Investment Group holds 294,863 shares of SPMD stock, worth $16.5 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
294,863
Previous 238,402
23.68%
Holding current value
$16.5 Million
Previous $12.2 Million
31.77%
% of portfolio
2.76%
Previous 2.34%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.49 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$733 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$372 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$322 Million10.91% of portfolio