Capital Analysts, LLC Spdr Portfolio Transaction History
Capital Analysts, LLC
- $2.45 Billion
- Q3 2024
A detailed history of Capital Analysts, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Capital Analysts, LLC holds 153,488 shares of SPMD stock, worth $8.49 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
153,488
Previous 146,097
5.06%
Holding current value
$8.49 Million
Previous $7.5 Million
11.98%
% of portfolio
0.34%
Previous 0.33%
Shares
31 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.05 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$956 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$675 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$324 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$318 Million10.91% of portfolio