Worth Pointe, LLC Spdr Portfolio Transaction History
Worth Pointe, LLC
- $232 Million
- Q2 2025
A detailed history of Worth Pointe, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Pointe, LLC holds 14,767 shares of SPMD stock, worth $809,526. This represents 0.35% of its overall portfolio holdings.
Number of Shares
14,767
Previous 8,059
83.24%
Holding current value
$809,526
Previous $412,000
94.9%
% of portfolio
0.35%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
767Shares Held
220MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% 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