Wealthspire Advisors, LLC Spdr Portfolio Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 165,083 shares of SPMD stock, worth $8.73 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
165,083
Previous 174,758
5.54%
Holding current value
$8.73 Million
Previous $9.56 Million
5.52%
% of portfolio
0.09%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio