Breakwater Investment Management Spdr Portfolio Transaction History
Breakwater Investment Management
- $271 Billion
- Q3 2025
A detailed history of Breakwater Investment Management transactions in Spdr Portfolio stock. As of the latest transaction made, Breakwater Investment Management holds 90 shares of SPMD stock, worth $5,075. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$5,075
Previous $4.9 Million
5.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
795Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio