Tru Independence Asset Management 2, LLC Spdr Portfolio Transaction History
Tru Independence Asset Management 2, LLC
- $130 Million
- Q2 2025
A detailed history of Tru Independence Asset Management 2, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 10,454 shares of SPMD stock, worth $589,814. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,454
Previous 7,862
32.97%
Holding current value
$589,814
Previous $402,000
41.29%
% of portfolio
0.44%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio