New Perspectives, Inc Spdr Portfolio Transaction History
New Perspectives, Inc
- $207 Million
- Q3 2025
A detailed history of New Perspectives, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, New Perspectives, Inc holds 276,816 shares of SPMD stock, worth $15.6 Million. This represents 7.63% of its overall portfolio holdings.
Number of Shares
276,816
Previous 272,527
1.57%
Holding current value
$15.6 Million
Previous $14.8 Million
6.82%
% of portfolio
7.63%
Previous 7.37%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio