Mattson Financial Services, LLC Spdr Portfolio Transaction History
Mattson Financial Services, LLC
- $418 Billion
- Q3 2025
A detailed history of Mattson Financial Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mattson Financial Services, LLC holds 12,939 shares of SPMD stock, worth $729,630. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,939
Previous 4,654
178.02%
Holding current value
$729,630
Previous $253 Million
192.38%
% of portfolio
0.18%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
786Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio