Fourth Dimension Wealth, LLC Spdr Portfolio Transaction History

Fourth Dimension Wealth, LLC

$192 Billion
Q4 2024

A detailed history of Fourth Dimension Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 8,687 shares of SPMD stock, worth $489,078. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,687

Holding current value

$489,078

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$54.13 - $59.56 $470,227 - $517,397	8,687 New	8,687 $525 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.33 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$1.01 Billion
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$725 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$338 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Fourth Dimension Wealth, LLC Spdr Portfolio Transaction History