New England Capital Financial Advisors LLC Spdr Portfolio Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$41.67 - $47.74 $41 - $47	1 Added 0.48%	210 $9.22 Million
Q4 2022 Feb 03, 2023	BUY	$39.32 - $45.21 $8,217 - $9,448	209 New	209 $9.36 Million

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$945 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$667 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$320 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$314 Million
10.91% of portfolio

View Full List

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Ticker SPMD
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