Harbor Investment Advisory, LLC Spdr Portfolio Transaction History
Harbor Investment Advisory, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Harbor Investment Advisory, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 7,539 shares of SPMD stock, worth $392,028. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,539
Previous 6,020
25.23%
Holding current value
$392,028
Previous $329,000
25.23%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
722Shares Held
205MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$933 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$670 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$312 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$299 Million10.91% of portfolio