Capital Advisors, Ltd. LLC Spdr Portfolio Transaction History
Capital Advisors, Ltd. LLC
- $806 Million
- Q3 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 5,100 shares of SPMD stock, worth $287,028. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,100
Previous 5,100
-0.0%
Holding current value
$287,028
Previous $262,000
6.49%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
653Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.12 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$973 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$687 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$330 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio