Collier Financial Spdr Portfolio Transaction History

Collier Financial

$112 Billion
Q4 2024

A detailed history of Collier Financial transactions in Spdr Portfolio stock. As of the latest transaction made, Collier Financial holds 170 shares of SPMD stock, worth $9,679. This represents 0.01% of its overall portfolio holdings.

Number of Shares

170

Holding current value

$9,679

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$54.13 - $59.56 $9,202 - $10,125	170 New	170 $9.3 Million

Others Institutions Holding SPMD

# of Institutions

693

Shares Held

190M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.17 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$984 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$695 Million
0.31% of portfolio
Valmark Advisers, Inc.

6M
Shares

$341 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$327 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Collier Financial, based on Form 13F filings with the SEC.

News

Stay updated on Collier Financial with notifications on news.

Account