Kelly Financial Services LLC Spdr Portfolio Transaction History
Kelly Financial Services LLC
- $258 Million
- Q3 2024
A detailed history of Kelly Financial Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kelly Financial Services LLC holds 6,652 shares of SPMD stock, worth $369,252. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,652
Previous 6,622
0.45%
Holding current value
$369,252
Previous $339,000
7.08%
% of portfolio
0.14%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.07 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$960 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$677 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$325 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$319 Million10.91% of portfolio