New Edge Wealth, LLC Spdr Portfolio Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 26,821 shares of SPMD stock, worth $1.54 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

26,821

Holding current value

$1.54 Million

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$50.29 - $54.92 $1.35 Million - $1.47 Million	26,821 New	26,821 $1.47 Million

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.22 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$995 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$703 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$337 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$331 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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