Fiduciary Group LLC Spdr Portfolio Transaction History
Fiduciary Group LLC
- $975 Million
- Q1 2025
A detailed history of Fiduciary Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fiduciary Group LLC holds 20,528 shares of SPMD stock, worth $1.08 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,528
Previous 11,871
72.93%
Holding current value
$1.08 Million
Previous $649,000
61.79%
% of portfolio
0.11%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
735Shares 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