Apella Capital, LLC Spdr Portfolio Transaction History
Apella Capital, LLC
- $3.51 Billion
- Q2 2025
A detailed history of Apella Capital, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Apella Capital, LLC holds 7,580 shares of SPMD stock, worth $415,535. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,580
Previous 6,100
24.26%
Holding current value
$415,535
Previous $311,000
32.48%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding SPMD
# of Institutions
771Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio