Independent Advisor Alliance Spdr Portfolio Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
A detailed history of Independent Advisor Alliance transactions in Spdr Portfolio stock. As of the latest transaction made, Independent Advisor Alliance holds 17,187 shares of SPMD stock, worth $962,128. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,187
Previous 466,795
96.32%
Holding current value
$962,128
Previous $25.5 Million
96.56%
% of portfolio
0.03%
Previous 0.35%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
218MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.49 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$733 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$372 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$322 Million10.91% of portfolio