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 $405,607. This represents 0.5% of its overall portfolio holdings.
Number of Shares
7,467
Previous 6,636
12.52%
Holding current value
$405,607
Previous $263,000
9.51%
% of portfolio
0.5%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
716Shares 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