Fundamentun, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Fundamentun, LLC

$1.73 Billion
Q1 2025

A detailed history of Fundamentun, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Fundamentun, LLC holds 7,591 shares of SPGM stock, worth $475,652. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,591

Holding current value

$475,652

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$61.91 - $66.79 $469,958 - $507,002	7,591 New	7,591 $473,000

Others Institutions Holding SPGM

# of Institutions

139

Shares Held

9.76M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.35M
Shares

$147 Million
0.06% of portfolio
Sequoia Financial Advisors, LLC

1.38M
Shares

$86.2 Million
0.74% of portfolio
Mariner, LLC Overland Park, KS

504K
Shares

$31.6 Million
0.05% of portfolio
Independent Advisor Alliance

465K
Shares

$29.1 Million
0.41% of portfolio
Peak Financial Management, Inc.

376K
Shares

$23.5 Million
7.2% of portfolio

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

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