Capital Advisors, Ltd. LLC Spdr Portfolio Transaction History
Capital Advisors, Ltd. LLC
- $793 Million
- Q4 2024
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 $287,130. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,100
Previous 5,100
-0.0%
Holding current value
$287,130
Previous $279,000
-0.0%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.33 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$725 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$338 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio