Tilia Fiduciary Partners, Inc. Spdr Portfolio Transaction History
Tilia Fiduciary Partners, Inc.
- $147 Million
- Q1 2025
A detailed history of Tilia Fiduciary Partners, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 24,889 shares of SPMD stock, worth $1.31 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
24,889
Previous 22,893
8.72%
Holding current value
$1.31 Million
Previous $1.25 Million
1.44%
% of portfolio
0.86%
Previous 0.87%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio