Optima Capital LLC Spdr Index Shs Fds S Spdr Port Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Optima Capital LLC holds 52 shares of SPGM stock, worth $3,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,951

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$73.54 - $77.36 $3,824 - $4,022	52 New	52 $3.99 Million

Others Institutions Holding SPGM

# of Institutions

164

Shares Held

9.66M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.16M
Shares

$164 Million
0.05% of portfolio
Sequoia Financial Advisors, LLC

1.39M
Shares

$106 Million
0.71% of portfolio
High Tower Advisors, LLC Chicago, IL

682K
Shares

$51.8 Million
0.06% of portfolio
Advance Capital Management, Inc. Southfield, MI

372K
Shares

$28.2 Million
2.05% of portfolio
Peak Financial Management, Inc.

370K
Shares

$28.1 Million
7.78% of portfolio

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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