Hhm Wealth Advisors, LLC Spdr Portfolio Transaction History
Hhm Wealth Advisors, LLC
- $735 Million
- Q1 2025
A detailed history of Hhm Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 811,832 shares of SPMD stock, worth $42.8 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
811,832
Previous 581,893
39.52%
Holding current value
$42.8 Million
Previous $31.8 Million
30.56%
% of portfolio
5.65%
Previous 4.37%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio