Simon Quick Advisors, LLC Spdr Portfolio Transaction History
Simon Quick Advisors, LLC
- $2.19 Billion
- Q3 2025
A detailed history of Simon Quick Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 23,478 shares of SPMD stock, worth $1.32 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
23,478Holding current value
$1.32 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
795Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
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Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
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Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio