Joseph Group Capital Management Spdr Index Shs Fds S Spdr Port Transaction History
Joseph Group Capital Management
- $225 Million
- Q4 2024
A detailed history of Joseph Group Capital Management transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Joseph Group Capital Management holds 2,101 shares of SPGM stock, worth $126,165. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,101
Previous 2,598
19.13%
Holding current value
$126,165
Previous $168,000
20.83%
% of portfolio
0.06%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding SPGM
# of Institutions
141Shares Held
10MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$137 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.38MShares$82.6 Million0.74% of portfolio
-
Private Advisor Group, LLC796KShares$47.8 Million0.29% of portfolio
-
Mariner, LLC Overland Park, KS504KShares$30.3 Million0.05% of portfolio
-
Independent Advisor Alliance465KShares$27.9 Million0.41% of portfolio