Capital Advisors, Ltd. LLC Spdr Portfolio Transaction History
Capital Advisors, Ltd. LLC
- $885 Million
- Q3 2025
A detailed history of Capital Advisors, Ltd. LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 5,100 shares of SPMD stock, worth $286,977. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,100
Previous 5,100
-0.0%
Holding current value
$286,977
Previous $277,000
5.42%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio