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 $11.8 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
208,472
Previous 203,681
2.35%
Holding current value
$11.8 Million
Previous $11.1 Billion
7.64%
% of portfolio
6.02%
Previous 6.13%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
787Shares Held
224MCall 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.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio