Strategic Investment Advisors Spdr Portfolio Transaction History
Strategic Investment Advisors
- $909 Million
- Q3 2024
A detailed history of Strategic Investment Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Strategic Investment Advisors holds 4,219 shares of SPMD stock, worth $239,976. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,219
Previous 4,075
3.53%
Holding current value
$239,976
Previous $209,000
10.05%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding SPMD
# of Institutions
656Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$983 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$694 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$333 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio