Fiduciary Alliance LLC Spdr Portfolio Transaction History

Fiduciary Alliance LLC

$1.34 Trillion
Q2 2025

A detailed history of Fiduciary Alliance LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fiduciary Alliance LLC holds 4,600 shares of SPMD stock, worth $257,048. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,600

Holding current value

$257,048

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 09, 2025	BUY	$44.89 - $54.38 $206,494 - $250,148	4,600 New	4,600 $250 Million

Others Institutions Holding SPMD

# of Institutions

757

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

Creative Planning Overland Park, KS

80.1M
Shares

$4.48 Billion
3.87% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$999 Million
2.17% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$732 Million
0.27% of portfolio
Valmark Advisers, Inc.

6.64M
Shares

$371 Million
5.11% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$321 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.

Account

Fiduciary Alliance LLC Spdr Portfolio Transaction History