Soa Wealth Advisors, Llc. Spdr Portfolio Transaction History

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Portfolio stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1 shares of SPMD stock, worth $56. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1 -0.0%

Holding current value

$56

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 18, 2025	BUY	$44.89 - $54.38 $44 - $54	1 New	1 $0

Others Institutions Holding SPMD

# of Institutions

795

Shares Held

225M

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

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Spdr Portfolio Transaction History