Savvy Advisors, Inc. Spdr Portfolio Transaction History
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
A detailed history of Savvy Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Savvy Advisors, Inc. holds 4,481 shares of SPMD stock, worth $238,165. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,481Holding current value
$238,165% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.26 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$951 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$696 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$350 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$339 Million4.98% of portfolio