Simplicity Wealth,Llc Spdr Portfolio Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio stock. As of the latest transaction made, Simplicity Wealth,Llc holds 36,951 shares of SPMD stock, worth $2.08 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
36,951
Previous 65,322
43.43%
Holding current value
$2.08 Million
Previous $3.55 Million
40.51%
% of portfolio
0.13%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio