Cary Street Partners Investment Advisory LLC Spdr Portfolio Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 52,841 shares of SPMD stock, worth $2.92 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
52,841
Previous 47,362
11.57%
Holding current value
$2.92 Million
Previous $2.43 Million
18.94%
% of portfolio
0.11%
Previous 0.1%
Shares
12 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