Jnba Financial Advisors Spdr Portfolio Transaction History
Jnba Financial Advisors
- $1.03 Billion
- Q2 2025
A detailed history of Jnba Financial Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Jnba Financial Advisors holds 827,232 shares of SPMD stock, worth $45.3 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
827,232
Previous 833,243
0.72%
Holding current value
$45.3 Million
Previous $42.6 Million
5.48%
% of portfolio
4.36%
Previous 4.44%
Shares
31 transactions
Others Institutions Holding SPMD
# of Institutions
779Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.05 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
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Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio