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 $688,098. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,196
Previous 10,765
13.29%
Holding current value
$688,098
Previous $551 Million
20.38%
% of portfolio
0.25%
Previous 0.21%
Shares
16 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio