Sierra Ocean, LLC Spdr Portfolio Transaction History

Sierra Ocean, LLC

$139 Billion
Q2 2025

A detailed history of Sierra Ocean, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sierra Ocean, LLC holds 2,000 shares of SPMD stock, worth $112,780. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,000

Holding current value

$112,780

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$44.89 - $54.38 $89,780 - $108,760	2,000 New	2,000 $109 Million

Others Institutions Holding SPMD

# of Institutions

794

Shares Held

226M

Call Options Held

11.2K

Put Options Held

Creative Planning Overland Park, KS

83.1M
Shares

$4.68 Billion
3.89% of portfolio
Betterment LLC New York, NY

19.2M
Shares

$1.08 Billion
2.22% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$714 Million
0.24% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$386 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

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