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 $420,242. This represents 0.5% of its overall portfolio holdings.
Number of Shares
7,467
Previous 6,636
12.52%
Holding current value
$420,242
Previous $263,000
9.51%
% of portfolio
0.5%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio