Facet Wealth, Inc. Spdr Portfolio Transaction History

Facet Wealth, Inc.

$3.68 Billion
Q4 2024

A detailed history of Facet Wealth, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Facet Wealth, Inc. holds 2,560,704 shares of SPMD stock, worth $139 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

2,560,704

Holding current value

$139 Million

% of portfolio

3.81%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$54.13 - $59.56 $139 Million - $153 Million	2,560,704 New	2,560,704 $140 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.19 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$976 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$701 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$326 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$313 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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