Xy Planning Network, Inc. Spdr Portfolio Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 2025
A detailed history of Xy Planning Network, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Xy Planning Network, Inc. holds 82,593 shares of SPMD stock, worth $4.54 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
82,593
Previous 41,853
97.34%
Holding current value
$4.54 Million
Previous $2.14 Billion
109.68%
% of portfolio
1.53%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
758Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.4 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$982 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$719 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$365 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio