Stegent Equity Advisors, Inc. Spdr Portfolio Transaction History
Stegent Equity Advisors, Inc.
- $96.7 Million
- Q2 2025
A detailed history of Stegent Equity Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 15,136 shares of SPMD stock, worth $831,420. This represents 0.85% of its overall portfolio holdings.
Number of Shares
15,136
Previous 15,330
1.27%
Holding current value
$831,420
Previous $784,000
4.97%
% of portfolio
0.85%
Previous 0.92%
Shares
9 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