Stewardship Advisors, LLC Spdr Portfolio Transaction History
Stewardship Advisors, LLC
- $347 Million
- Q1 2025
A detailed history of Stewardship Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stewardship Advisors, LLC holds 101,259 shares of SPMD stock, worth $5.03 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
101,259
Previous 99,453
1.82%
Holding current value
$5.03 Million
Previous $5.44 Million
4.98%
% of portfolio
1.49%
Previous 1.59%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
726Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.82 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$890 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$640 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$316 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$285 Million10.91% of portfolio