Stewardship Advisors, LLC Spdr Portfolio Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stewardship Advisors, LLC holds 99,453 shares of SPMD stock, worth $5.4 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
99,453
Previous 99,942
0.49%
Holding current value
$5.4 Million
Previous $5.46 Million
0.46%
% of portfolio
1.59%
Previous 1.62%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
718Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.18 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$974 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$700 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio