Stewardship Advisors, LLC Spdr Portfolio Transaction History
Stewardship Advisors, LLC
- $372 Million
- Q2 2025
A detailed history of Stewardship Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stewardship Advisors, LLC holds 102,149 shares of SPMD stock, worth $5.83 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
102,149
Previous 101,259
0.88%
Holding current value
$5.83 Million
Previous $5.17 Million
7.47%
% of portfolio
1.49%
Previous 1.49%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
780Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$723 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$379 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio