Moloney Securities Asset Management, LLC Spdr Portfolio Transaction History
Moloney Securities Asset Management, LLC
- $664 Million
- Q1 2025
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 3,946 shares of SPMD stock, worth $220,502. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,946
Previous 3,934
0.31%
Holding current value
$220,502
Previous $215,000
6.51%
% of portfolio
0.03%
Previous 0.03%
Shares
25 transactions
Others Institutions Holding SPMD
# of Institutions
755Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.48 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$999 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$732 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$371 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$321 Million10.91% of portfolio