Moloney Securities Asset Management, LLC Spdr Portfolio Transaction History
Moloney Securities Asset Management, LLC
- $666 Million
- Q2 2024
A detailed history of Moloney Securities Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 4,144 shares of SPMD stock, worth $226,220. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,144
Previous 4,795
13.58%
Holding current value
$226,220
Previous $255,000
16.86%
% of portfolio
0.03%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio