Valpey Financial Services, LLC Spdr Portfolio Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Valpey Financial Services, LLC holds 13,057 shares of SPMD stock, worth $736,284. This represents 0.49% of its overall portfolio holdings.
Number of Shares
13,057Holding current value
$736,284% of portfolio
0.49%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
786Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
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Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
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Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio