Worth Pointe, LLC Spdr Portfolio Transaction History
Worth Pointe, LLC
- $259 Million
- Q3 2025
A detailed history of Worth Pointe, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Pointe, LLC holds 15,387 shares of SPMD stock, worth $865,826. This represents 0.34% of its overall portfolio holdings.
Number of Shares
15,387
Previous 14,767
4.2%
Holding current value
$865,826
Previous $803,000
9.46%
% of portfolio
0.34%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio