Joseph Group Capital Management Spdr Index Shs Fds S Spdr Port Transaction History
Joseph Group Capital Management
- $329 Million
- Q3 2025
A detailed history of Joseph Group Capital Management transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Joseph Group Capital Management holds 944 shares of SPGM stock, worth $71,734. This represents 0.02% of its overall portfolio holdings.
Number of Shares
944
Previous 1,207
21.79%
Holding current value
$71,734
Previous $83,000
15.66%
% of portfolio
0.02%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SPGM
# of Institutions
162Shares Held
9.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.16MShares$164 Million0.05% of portfolio
-
Sequoia Financial Advisors, LLC1.39MShares$106 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL682KShares$51.8 Million0.06% of portfolio
-
Advance Capital Management, Inc. Southfield, MI374KShares$28.4 Million1.89% of portfolio
-
Peak Financial Management, Inc.371KShares$28.2 Million7.75% of portfolio