Idaho Trust Bank Spdr Portfolio Transaction History

Idaho Trust Bank

$104 Billion
Q1 2024

A detailed history of Idaho Trust Bank transactions in Spdr Portfolio stock. As of the latest transaction made, Idaho Trust Bank holds 25,531 shares of SPMD stock, worth $1.31 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

25,531

Holding current value

$1.31 Million

% of portfolio

1.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$47.16 - $53.34 $1.2 Million - $1.36 Million	25,531 New	25,531 $1.36 Billion

Others Institutions Holding SPMD

# of Institutions

590

Shares Held

169M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

66.2M
Shares

$3.4 Billion
3.92% of portfolio
Betterment LLC New York, NY

14.5M
Shares

$745 Million
2.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.3M
Shares

$579 Million
0.33% of portfolio
Al Ti Global, Inc. New York, NY

5.81M
Shares

$298 Million
8.62% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$295 Million
10.91% of portfolio

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