Belpointe Asset Management LLC Spdr Index Shs Fds S Spdr Port Transaction History
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
A detailed history of Belpointe Asset Management LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Belpointe Asset Management LLC holds 112,093 shares of SPGM stock, worth $8.4 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
112,093
Previous 101,724
10.19%
Holding current value
$8.4 Million
Previous $6.35 Million
21.81%
% of portfolio
0.36%
Previous 0.38%
Shares
12 transactions
Others Institutions Holding SPGM
# of Institutions
154Shares Held
9.71MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.63MShares$197 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.39MShares$104 Million0.71% of portfolio
-
Mariner, LLC Overland Park, KS381KShares$28.6 Million0.04% of portfolio
-
Advance Capital Management, Inc. Southfield, MI374KShares$28 Million1.89% of portfolio
-
Peak Financial Management, Inc.371KShares$27.8 Million7.75% of portfolio