My Legacy Advisors, LLC Spdr Portfolio Transaction History

My Legacy Advisors, LLC

$249 Million
Q3 2024

A detailed history of My Legacy Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, My Legacy Advisors, LLC holds 4,073 shares of SPMD stock, worth $231,672. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,073

Holding current value

$231,672

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$50.29 - $54.92 $204,831 - $223,689	4,073 New	4,073 $222,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.17 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$983 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$694 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$333 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$327 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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