Safe Harbor Fiduciary, LLC Spdr Portfolio Transaction History

Safe Harbor Fiduciary, LLC

$107 Billion
Q3 2024

A detailed history of Safe Harbor Fiduciary, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 157 shares of SPMD stock, worth $9,013. This represents 0.01% of its overall portfolio holdings.

Number of Shares

157

Holding current value

$9,013

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$50.29 - $54.92 $7,895 - $8,622	157 New	157 $8.59 Million

Others Institutions Holding SPMD

# of Institutions

645

Shares Held

185M

Call Options Held

100

Put Options Held

300

Creative Planning Overland Park, KS

73.3M
Shares

$4.21 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$992 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$700 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$336 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$330 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
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Safe Harbor Fiduciary, LLC Spdr Portfolio Transaction History