Waller Financial Planning Group, Inc Spdr Portfolio Transaction History
Waller Financial Planning Group, Inc
- $412 Million
- Q2 2025
A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 668,292 shares of SPMD stock, worth $36.6 Million. This represents 8.82% of its overall portfolio holdings.
Number of Shares
668,292
Previous 563,585
18.58%
Holding current value
$36.6 Million
Previous $28.8 Million
26.29%
% of portfolio
8.82%
Previous 8.11%
Shares
27 transactions
Others Institutions Holding SPMD
# of Institutions
779Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.05 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio