Great Valley Advisor Group, Inc. Spdr Portfolio Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 638,392 shares of SPMD stock, worth $36.4 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
638,392
Previous 638,790
0.06%
Holding current value
$36.4 Million
Previous $32.7 Million
6.18%
% of portfolio
0.85%
Previous 0.79%
Shares
25 transactions
Others Institutions Holding SPMD
# of Institutions
786Shares Held
224MCall 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$723 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$379 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio