Worth Asset Management, LLC Spdr Portfolio Transaction History
Worth Asset Management, LLC
- $183 Million
- Q2 2025
A detailed history of Worth Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Asset Management, LLC holds 4,672 shares of SPMD stock, worth $262,659. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,672Holding current value
$262,659% of portfolio
0.14%Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
755Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.51 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$736 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$374 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio