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

803

Shares Held

232M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Spdr Portfolio Transaction History