Global Wealth Management Investment Advisory, Inc. Spdr Portfolio Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$33.07 - $40.57 $2,546 - $3,123	-77 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$30.67 - $34.54 $2,361 - $2,659	77 New	77 $3,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.17 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$983 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$694 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$333 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$327 Million
10.91% of portfolio

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