Callan Capital, LLC Spdr Portfolio Transaction History

Callan Capital, LLC

$1.35 Billion
Q1 2025

A detailed history of Callan Capital, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Callan Capital, LLC holds 24,063 shares of SPMD stock, worth $1.35 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

24,063

Holding current value

$1.35 Million

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$50.21 - $57.73 $1.21 Million - $1.39 Million	24,063 New	24,063 $1.23 Million

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$385 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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