Berkeley Capital Partners, LLC Spdr Portfolio Transaction History
Berkeley Capital Partners, LLC
- $347 Million
- Q3 2024
A detailed history of Berkeley Capital Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Berkeley Capital Partners, LLC holds 127,961 shares of SPMD stock, worth $7.03 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
127,961
Previous 125,338
2.09%
Holding current value
$7.03 Million
Previous $6.43 Million
8.82%
% of portfolio
2.02%
Previous 1.95%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio