Vest Gen Advisors, LLC Spdr Portfolio Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 17,339 shares of SPMD stock, worth $865,909. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,339

Holding current value

$865,909

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$50.21 - $57.73 $870,591 - $1 Million	17,339 New	17,339 $887 Million

Others Institutions Holding SPMD

# of Institutions

732

Shares Held

210M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.85 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$893 Million
2.17% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$654 Million
0.27% of portfolio
Cwm, LLC

6.58M
Shares

$329 Million
1.34% of portfolio
Valmark Advisers, Inc.

6.37M
Shares

$318 Million
4.98% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Account

Vest Gen Advisors, LLC Spdr Portfolio Transaction History