Berkeley Capital Partners, LLC Spdr Portfolio Transaction History
Berkeley Capital Partners, LLC
- $357 Million
- Q4 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 132,081 shares of SPMD stock, worth $6.93 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
132,081
Previous 127,961
3.22%
Holding current value
$6.93 Million
Previous $7 Million
3.24%
% of portfolio
2.03%
Previous 2.02%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
720Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.04 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$941 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$676 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$314 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$302 Million10.91% of portfolio