Facet Wealth, Inc. Spdr Portfolio Transaction History
Facet Wealth, Inc.
- $3.82 Billion
- Q1 2025
A detailed history of Facet Wealth, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Facet Wealth, Inc. holds 2,468,196 shares of SPMD stock, worth $130 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
2,468,196
Previous 2,560,704
3.61%
Holding current value
$130 Million
Previous $140 Million
9.8%
% of portfolio
3.3%
Previous 3.81%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio