Lpl Financial LLC Spdr Portfolio Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lpl Financial LLC holds 12,667,377 shares of SPMD stock, worth $730 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,667,377
Previous 13,097,106
3.28%
Holding current value
$730 Million
Previous $670 Million
2.77%
% of portfolio
0.24%
Previous 0.27%
Shares
33 transactions
Others Institutions Holding SPMD
# of Institutions
781Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
-
Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio
-
Cwm, LLC4.69MShares$271 Million0.9% of portfolio