Clear Investment Research, LLC Spdr Portfolio Transaction History
Clear Investment Research, LLC
- $75.4 Million
- Q4 2024
A detailed history of Clear Investment Research, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Clear Investment Research, LLC holds 16,785 shares of SPMD stock, worth $888,094. This represents 1.22% of its overall portfolio holdings.
Number of Shares
16,785
Previous 16,509
1.67%
Holding current value
$888,094
Previous $902,000
1.66%
% of portfolio
1.22%
Previous 1.18%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio