Fiduciary Group LLC Spdr Portfolio Transaction History
Fiduciary Group LLC
- $1.11 Billion
- Q3 2025
A detailed history of Fiduciary Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fiduciary Group LLC holds 39,239 shares of SPMD stock, worth $2.21 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
39,239
Previous 29,485
33.08%
Holding current value
$2.21 Million
Previous $1.6 Million
39.99%
% of portfolio
0.2%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares 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