Rfg Advisory, LLC Spdr Portfolio Transaction History
Rfg Advisory, LLC
- $3.51 Billion
- Q1 2025
A detailed history of Rfg Advisory, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rfg Advisory, LLC holds 1,898,736 shares of SPMD stock, worth $95.1 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
1,898,736
Previous 1,709,182
11.09%
Holding current value
$95.1 Million
Previous $93.5 Million
3.68%
% of portfolio
2.76%
Previous 2.73%
Shares
31 transactions
Others Institutions Holding SPMD
# of Institutions
729Shares Held
208MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$898 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$645 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$319 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$288 Million10.91% of portfolio