Evergreen Capital Management LLC Spdr Portfolio Transaction History
Evergreen Capital Management LLC
- $2.75 Billion
- Q1 2025
A detailed history of Evergreen Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evergreen Capital Management LLC holds 84,909 shares of SPMD stock, worth $4.24 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
84,909
Previous 29,816
184.78%
Holding current value
$4.24 Million
Previous $1.63 Million
166.56%
% of portfolio
0.16%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$893 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$654 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$329 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio