Strategic Asset Management, LLC Spdr Portfolio Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Asset Management, LLC holds 7,467 shares of SPMD stock, worth $405,906. This represents 0.5% of its overall portfolio holdings.
Number of Shares
7,467
Previous 6,636
12.52%
Holding current value
$405,906
Previous $263,000
9.51%
% of portfolio
0.5%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
736Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.36 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$972 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$712 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$358 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$346 Million4.98% of portfolio