Ritholtz Wealth Management Spdr Portfolio Transaction History

Ritholtz Wealth Management

$2.87 Billion
Q1 2024

A detailed history of Ritholtz Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Ritholtz Wealth Management holds 8,055 shares of SPMD stock, worth $411,368. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,055

Holding current value

$411,368

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$47.16 - $53.34 $379,873 - $429,653	8,055 New	8,055 $429,000

Others Institutions Holding SPMD

# of Institutions

590

Shares Held

169M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

66.2M
Shares

$3.38 Billion
3.92% of portfolio
Betterment LLC New York, NY

14.5M
Shares

$742 Million
2.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.3M
Shares

$576 Million
0.33% of portfolio
Al Ti Global, Inc. New York, NY

5.81M
Shares

$297 Million
8.62% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$294 Million
10.91% of portfolio

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About SPDR PORTFOLIO

Ticker SPMD
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Ritholtz Wealth Management Spdr Portfolio Transaction History