Smi Advisory Services, LLC Spdr Portfolio Transaction History
Smi Advisory Services, LLC
- $390 Million
- Q2 2024
A detailed history of Smi Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Smi Advisory Services, LLC holds 9,798 shares of SPMD stock, worth $531,737. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,798
Previous 11,232
12.77%
Holding current value
$531,737
Previous $599,000
16.19%
% of portfolio
0.13%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding SPMD
# of Institutions
618Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.79 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$882 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$671 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$315 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio