Lumbard & Kellner, LLC Spdr Portfolio Transaction History
Lumbard & Kellner, LLC
- $223 Million
- Q1 2025
A detailed history of Lumbard & Kellner, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lumbard & Kellner, LLC holds 177,385 shares of SPMD stock, worth $8.81 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
177,385
Previous 102,635
72.83%
Holding current value
$8.81 Million
Previous $5.61 Million
61.73%
% of portfolio
4.06%
Previous 2.59%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
728Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.82 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$890 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$640 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$316 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$285 Million10.91% of portfolio