Kelly Financial Services LLC Spdr Portfolio Transaction History
Kelly Financial Services LLC
- $268 Million
- Q2 2024
A detailed history of Kelly Financial Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kelly Financial Services LLC holds 6,622 shares of SPMD stock, worth $360,766. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,622
Previous 6,707
1.27%
Holding current value
$360,766
Previous $357,000
5.04%
% of portfolio
0.13%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.8 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$886 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$673 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$316 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio