Strategic Investment Advisors Spdr Portfolio Transaction History
Strategic Investment Advisors
- $940 Million
- Q4 2024
A detailed history of Strategic Investment Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Investment Advisors holds 3,973 shares of SPMD stock, worth $224,990. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,973
Previous 4,219
5.83%
Holding current value
$224,990
Previous $230,000
5.65%
% of portfolio
0.02%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SPMD
# of Institutions
679Shares Held
189MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.15 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$979 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$691 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$340 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$326 Million10.91% of portfolio