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

653

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.12 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$973 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$687 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$330 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.

Account