Breakwater Capital Group Spdr Portfolio Transaction History
Breakwater Capital Group
- $502 Billion
- Q4 2024
A detailed history of Breakwater Capital Group transactions in Spdr Portfolio stock. As of the latest transaction made, Breakwater Capital Group holds 5,933 shares of SPMD stock, worth $308,516. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,933
Previous 5,780
2.65%
Holding current value
$308,516
Previous $316 Million
2.67%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$933 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$670 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$312 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$299 Million10.91% of portfolio