M Holdings Securities, Inc. Spdr Portfolio Transaction History
M Holdings Securities, Inc.
- $620 Million
- Q4 2024
A detailed history of M Holdings Securities, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, M Holdings Securities, Inc. holds 145,249 shares of SPMD stock, worth $7.21 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
145,249
Previous 7,944
1728.41%
Holding current value
$7.21 Million
Previous $145 Million
94.53%
% of portfolio
1.28%
Previous 2.01%
Shares
19 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