Tallon Kerry Patrick Spdr Portfolio Transaction History

Tallon Kerry Patrick

$104 Billion
Q4 2024

A detailed history of Tallon Kerry Patrick transactions in Spdr Portfolio stock. As of the latest transaction made, Tallon Kerry Patrick holds 43,143 shares of SPMD stock, worth $2.35 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

43,143

Holding current value

$2.35 Million

% of portfolio

2.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$54.13 - $59.56 $2.34 Million - $2.57 Million	43,143 New	43,143 $2.35 Billion

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.19 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$976 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$701 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$326 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$313 Million
10.91% of portfolio

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Ticker SPMD
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Tallon Kerry Patrick Spdr Portfolio Transaction History