Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $198 Billion
- Q3 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 208,472 shares of SPMD stock, worth $11.7 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
208,472
Previous 203,681
2.35%
Holding current value
$11.7 Million
Previous $11.1 Billion
7.64%
% of portfolio
6.02%
Previous 6.13%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio