North Star Asset Management Inc Spdr Portfolio Transaction History
North Star Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of North Star Asset Management Inc transactions in Spdr Portfolio stock. As of the latest transaction made, North Star Asset Management Inc holds 365,513 shares of SPMD stock, worth $19.9 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
365,513
Previous 344,009
6.25%
Holding current value
$19.9 Million
Previous $17.6 Million
13.25%
% of portfolio
0.94%
Previous 0.87%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
654Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$3.98 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$939 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$663 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$318 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$312 Million10.91% of portfolio