Coastal Investment Advisors, Inc. Spdr Portfolio Transaction History
Coastal Investment Advisors, Inc.
- $281 Million
- Q3 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 18 shares of SPMD stock, worth $1,026. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 18
-0.0%
Holding current value
$1,026
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
802Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$722 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$390 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio