Pom Investment Strategies, LLC Spdr Portfolio Transaction History
Pom Investment Strategies, LLC
- $140 Billion
- Q2 2025
A detailed history of Pom Investment Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pom Investment Strategies, LLC holds 73,878 shares of SPMD stock, worth $4.06 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
73,878
Previous 801
9123.22%
Holding current value
$4.06 Million
Previous $41 Million
9703.27%
% of portfolio
2.87%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
764Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.56 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$982 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$719 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$365 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio