Clearstead Trust, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Clearstead Trust, LLC

$414 Million
Q4 2024

A detailed history of Clearstead Trust, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Clearstead Trust, LLC holds 734 shares of SPGM stock, worth $46,542. This represents 0.01% of its overall portfolio holdings.

Number of Shares

734

Holding current value

$46,542

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$63.23 - $66.65 $46,410 - $48,921	734 New	734 $46,000

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

10.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$145 Million
0.06% of portfolio
Sequoia Financial Advisors, LLC

1.32M
Shares

$83.5 Million
0.72% of portfolio
Private Advisor Group, LLC

796K
Shares

$50.5 Million
0.29% of portfolio
Mariner, LLC Overland Park, KS

504K
Shares

$32 Million
0.05% of portfolio
Independent Advisor Alliance

465K
Shares

$29.5 Million
0.41% of portfolio

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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Clearstead Trust, LLC Spdr Index Shs Fds S Spdr Port Transaction History