Facet Wealth, Inc. Spdr Portfolio Transaction History
Facet Wealth, Inc.
- $4.83 Billion
- Q3 2025
A detailed history of Facet Wealth, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Facet Wealth, Inc. holds 2,910,476 shares of SPMD stock, worth $164 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
2,910,476
Previous 2,726,120
6.76%
Holding current value
$164 Million
Previous $148 Million
12.28%
% of portfolio
3.45%
Previous 3.39%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio