Headinvest, LLC Spdr Portfolio Transaction History

Headinvest, LLC

$498 Million
Q1 2025

A detailed history of Headinvest, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Headinvest, LLC holds 3,995 shares of SPMD stock, worth $212,334. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,995

Holding current value

$212,334

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$50.21 - $57.73 $200,588 - $230,631	3,995 New	3,995 $204,000

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

Creative Planning Overland Park, KS

80.1M
Shares

$4.26 Billion
3.87% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$951 Million
2.17% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$696 Million
0.27% of portfolio
Cwm, LLC

6.58M
Shares

$350 Million
1.34% of portfolio
Valmark Advisers, Inc.

6.37M
Shares

$339 Million
4.98% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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