Five Oceans Advisors Spdr Portfolio Transaction History
Five Oceans Advisors
- $205 Million
- Q2 2025
A detailed history of Five Oceans Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Five Oceans Advisors holds 4,820 shares of SPMD stock, worth $264,762. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,820
Previous 4,656
3.52%
Holding current value
$264,762
Previous $237,000
10.55%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
764Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.56 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$982 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$719 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$365 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio