Beacon Capital Management, LLC Spdr Portfolio Transaction History
Beacon Capital Management, LLC
- $625 Million
- Q4 2024
A detailed history of Beacon Capital Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Beacon Capital Management, LLC holds 259 shares of SPMD stock, worth $14,094. This represents 0.0% of its overall portfolio holdings.
Number of Shares
259
Previous 236
9.75%
Holding current value
$14,094
Previous $12,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio