C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Spdr Portfolio Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.27 Trillion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$54.13 - $59.56 $1.37 Million - $1.51 Million	25,365 New	25,365 $3.06 Billion
Q3 2023 Nov 02, 2023	BUY	$43.23 - $47.8 $3.64 Million - $4.02 Million	84,113 New	84,113 $3.68 Billion

Others Institutions Holding SPMD

# of Institutions

755

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

Creative Planning Overland Park, KS

80.1M
Shares

$4.51 Billion
3.87% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$1.01 Billion
2.17% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$736 Million
0.27% of portfolio
Valmark Advisers, Inc.

6.64M
Shares

$374 Million
5.11% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$323 Million
10.91% of portfolio

View Full List

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