Team Financial Group, LLC Spdr Portfolio Transaction History

Team Financial Group, LLC

$203 Billion
Q2 2025

A detailed history of Team Financial Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Team Financial Group, LLC holds 1,692 shares of SPMD stock, worth $92,755. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,692

Holding current value

$92,755

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$44.89 - $54.38 $75,953 - $92,010	1,692 New	1,692 $92 Million

Others Institutions Holding SPMD

# of Institutions

771

Shares Held

219M

Call Options Held

14.1K

Put Options Held

700

Creative Planning Overland Park, KS

83.1M
Shares

$4.55 Billion
3.89% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$980 Million
2.17% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$694 Million
0.24% of portfolio
Valmark Advisers, Inc.

6.64M
Shares

$364 Million
5.11% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$315 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

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Team Financial Group, LLC Spdr Portfolio Transaction History