Lumbard & Kellner, LLC Spdr Portfolio Transaction History

Lumbard & Kellner, LLC

$217 Million
Q4 2024

A detailed history of Lumbard & Kellner, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lumbard & Kellner, LLC holds 102,635 shares of SPMD stock, worth $5.24 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

102,635

Holding current value

$5.24 Million

% of portfolio

2.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$54.13 - $59.56 $5.56 Million - $6.11 Million	102,635 New	102,635 $5.61 Million

Others Institutions Holding SPMD

# of Institutions

721

Shares Held

205M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.93 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$915 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$657 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$306 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$293 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Lumbard & Kellner, LLC Spdr Portfolio Transaction History