Guardian Wealth Advisors, LLC Spdr Portfolio Transaction History
Guardian Wealth Advisors, LLC
- $176 Million
- Q3 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 3,725 shares of SPMD stock, worth $210,052. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,725
Previous 3,850
3.25%
Holding current value
$210,052
Previous $209,000
1.91%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
794Shares Held
226MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio