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 $1.03 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,528
Previous 11,871
72.93%
Holding current value
$1.03 Million
Previous $649,000
61.79%
% of portfolio
0.11%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
732Shares Held
209MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$643 Million0.3% of portfolio
-
Cwm, LLC6.58MShares$329 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio