Spinnaker Investment Group, LLC Spdr Portfolio Transaction History
Spinnaker Investment Group, LLC
- $500 Million
- Q4 2025
A detailed history of Spinnaker Investment Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 6,365 shares of SPMD stock, worth $358,158. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,365
Previous 5,968
6.65%
Holding current value
$358,158
Previous $341,000
4.99%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
807Shares Held
230MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.7.04MShares$396 Million5.03% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio