Global Financial Private Client, LLC Spdr Portfolio Transaction History
Global Financial Private Client, LLC
- $285 Billion
- Q4 2025
A detailed history of Global Financial Private Client, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Global Financial Private Client, LLC holds 14,690 shares of SPMD stock, worth $826,606. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,690
Previous 14,036
4.66%
Holding current value
$826,606
Previous $803 Million
5.98%
% of portfolio
0.3%
Previous 0.29%
Shares
18 transactions
Others Institutions Holding SPMD
# of Institutions
807Shares Held
230MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.7.04MShares$396 Million5.03% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio