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 $2.43 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

43,143

Holding current value

$2.43 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

806

Shares Held

232M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

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