Capital A Wealth Management, LLC Spdr Portfolio Transaction History

Capital A Wealth Management, LLC

$60.2 Billion
Q4 2024

A detailed history of Capital A Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 11 shares of SPMD stock, worth $598. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$598

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 26, 2025	BUY	$54.13 - $59.56 $595 - $655	11 New	11 $602,000

Others Institutions Holding SPMD

# of Institutions

716

Shares Held

204M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$4.19 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$976 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$701 Million
0.3% of portfolio
Valmark Advisers, Inc.

6M
Shares

$326 Million
5.14% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$313 Million
10.91% of portfolio

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About SPDR PORTFOLIO

Ticker SPMD
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Capital A Wealth Management, LLC Spdr Portfolio Transaction History