Global Financial Private Client, LLC Spdr Portfolio Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q2 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 12,196 shares of SPMD stock, worth $702,977. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,196
Previous 10,765
13.29%
Holding current value
$702,977
Previous $551 Million
20.38%
% of portfolio
0.25%
Previous 0.21%
Shares
16 transactions
Others Institutions Holding SPMD
# of Institutions
780Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$730 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio