Foundations Investment Advisors, LLC Spdr Portfolio Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,452 shares of SPMD stock, worth $310,873. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,452
Previous 5,043
8.11%
Holding current value
$310,873
Previous $274,000
13.5%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
802Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$722 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$390 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio