M Holdings Securities, Inc. Spdr Portfolio Transaction History
M Holdings Securities, Inc.
- $595 Million
- Q1 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 162,687 shares of SPMD stock, worth $8.29 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
162,687
Previous 167,172
2.68%
Holding current value
$8.29 Million
Previous $8.15 Million
6.54%
% of portfolio
1.46%
Previous 0.92%
Shares
15 transactions
Others Institutions Holding SPMD
# of Institutions
589Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.37 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$740 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$575 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$296 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$293 Million10.91% of portfolio