Breakwater Capital Group Spdr Portfolio Transaction History
Breakwater Capital Group
- $561 Billion
- Q1 2025
A detailed history of Breakwater Capital Group transactions in Spdr Portfolio stock. As of the latest transaction made, Breakwater Capital Group holds 13,339 shares of SPMD stock, worth $666,149. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,339
Previous 5,933
124.83%
Holding current value
$666,149
Previous $324 Million
110.4%
% of portfolio
0.12%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
730Shares Held
208MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$654 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$329 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio