Kelman Lazarov, Inc. Spdr Portfolio Transaction History
Kelman Lazarov, Inc.
- $575 Million
- Q2 2025
A detailed history of Kelman Lazarov, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 29,407 shares of SPMD stock, worth $1.61 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
29,407
Previous 29,509
0.35%
Holding current value
$1.61 Million
Previous $1.51 Million
5.89%
% of portfolio
0.28%
Previous 0.29%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio