Carnegie Capital Asset Management, LLC Spdr Portfolio Transaction History
Carnegie Capital Asset Management, LLC
- $3.38 Billion
- Q4 2024
A detailed history of Carnegie Capital Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Carnegie Capital Asset Management, LLC holds 121,710 shares of SPMD stock, worth $6.84 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
121,710
Previous 110,006
10.64%
Holding current value
$6.84 Million
Previous $6.02 Million
10.66%
% of portfolio
0.2%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
696Shares Held
191MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$972 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$686 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$337 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio