Round Rock Advisors, LLC Spdr Portfolio Transaction History

Round Rock Advisors, LLC

$483 Million
Q4 2024

A detailed history of Round Rock Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Round Rock Advisors, LLC holds 4,161 shares of SPMD stock, worth $220,158. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,161

Holding current value

$220,158

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$54.13 - $59.56 $225,234 - $247,829	4,161 New	4,161 $227,000

Others Institutions Holding SPMD

# of Institutions

719

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.07 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$949 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$682 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$317 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$304 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Round Rock Advisors, LLC Spdr Portfolio Transaction History