Claro Advisors LLC Spdr Portfolio Transaction History
Claro Advisors LLC
- $569 Million
- Q2 2025
A detailed history of Claro Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Claro Advisors LLC holds 8,868 shares of SPMD stock, worth $511,151. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,868
Previous 7,981
11.11%
Holding current value
$511,151
Previous $408,000
18.14%
% of portfolio
0.08%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
780Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$730 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio