Twin Peaks Wealth Advisors, LLC Spdr Portfolio Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 565 shares of SPMD stock, worth $32,566. This represents 0.01% of its overall portfolio holdings.

Number of Shares

565

Holding current value

$32,566

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$44.89 - $54.38 $25,362 - $30,724	565 New	565 $31.6 Million

Others Institutions Holding SPMD

# of Institutions

780

Shares Held

224M

Call Options Held

11.2K

Put Options Held

Creative Planning Overland Park, KS

83.1M
Shares

$4.79 Billion
3.89% of portfolio
Betterment LLC New York, NY

19.2M
Shares

$1.1 Billion
2.22% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$730 Million
0.24% of portfolio
Valmark Advisers, Inc.

6.64M
Shares

$383 Million
5.11% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$331 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC Spdr Portfolio Transaction History