Jacobi Capital Management LLC Spdr Portfolio Transaction History
Jacobi Capital Management LLC
- $1.08 Billion
- Q1 2024
A detailed history of Jacobi Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Jacobi Capital Management LLC holds 35,251 shares of SPMD stock, worth $1.81 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
35,251
Previous 28,381
24.21%
Holding current value
$1.81 Million
Previous $1.38 Million
36.03%
% of portfolio
0.17%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
590Shares Held
169MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.4 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$745 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$579 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$298 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$295 Million10.91% of portfolio