Kore Private Wealth LLC Spdr Portfolio Transaction History

Kore Private Wealth LLC

$554 Million
Q3 2022

A detailed history of Kore Private Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kore Private Wealth LLC holds 12,158 shares of SPMD stock, worth $620,909. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,158

Previous 12,158 -0.0%

Holding current value

$620,909

Previous $483,000 2.9%

% of portfolio

0.08%

Previous 0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	BUY	N/A	12,158 New	12,158 $574,000

Others Institutions Holding SPMD

# of Institutions

590

Shares Held

169M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

66.2M
Shares

$3.38 Billion
3.92% of portfolio
Betterment LLC New York, NY

14.5M
Shares

$742 Million
2.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.3M
Shares

$576 Million
0.33% of portfolio
Al Ti Global, Inc. New York, NY

5.81M
Shares

$297 Million
8.62% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$294 Million
10.91% of portfolio

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About SPDR PORTFOLIO

Ticker SPMD
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Kore Private Wealth LLC Spdr Portfolio Transaction History