Millstone Evans Group, LLC Spdr Portfolio Transaction History

Millstone Evans Group, LLC

$147 Billion
Q4 2024

A detailed history of Millstone Evans Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Millstone Evans Group, LLC holds 900 shares of SPMD stock, worth $46,287. This represents 0.03% of its overall portfolio holdings.

Number of Shares

900

Holding current value

$46,287

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$54.13 - $59.56 $48,717 - $53,604	900 New	900 $49.2 Million

Others Institutions Holding SPMD

# of Institutions

720

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.96 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$922 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$662 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$308 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$296 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Millstone Evans Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Millstone Evans Group, LLC with notifications on news.

Account

Millstone Evans Group, LLC Spdr Portfolio Transaction History