Lpl Financial LLC Spdr Portfolio Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 2025
A detailed history of Lpl Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lpl Financial LLC holds 13,097,106 shares of SPMD stock, worth $722 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,097,106
Previous 12,880,512
1.68%
Holding current value
$722 Million
Previous $704 Million
4.84%
% of portfolio
0.27%
Previous 0.3%
Shares
32 transactions
Others Institutions Holding SPMD
# of Institutions
747Shares Held
218MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.41 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$985 Million2.17% of portfolio
-
Cwm, LLC6.58MShares$363 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$351 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$317 Million10.91% of portfolio