Southeast Asset Advisors Inc. Spdr Portfolio Transaction History
Southeast Asset Advisors Inc.
- $806 Million
- Q1 2025
A detailed history of Southeast Asset Advisors Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 22,950 shares of SPMD stock, worth $1.26 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,950
Previous 22,950
-0.0%
Holding current value
$1.26 Million
Previous $1.26 Million
6.45%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
762Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.4 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$982 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$719 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$365 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio