Lpl Financial LLC Spdr Portfolio Transaction History
Lpl Financial LLC
- $183 Billion
- Q1 2024
A detailed history of Lpl Financial LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lpl Financial LLC holds 11,286,083 shares of SPMD stock, worth $579 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
11,286,083
Previous 11,161,772
1.11%
Holding current value
$579 Million
Previous $544 Million
10.7%
% of portfolio
0.33%
Previous 0.33%
Shares
28 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
-
Al Ti Global, Inc. New York, NY5.81MShares$298 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$295 Million10.91% of portfolio
-
Valmark Advisers, Inc.5.68MShares$291 Million5.32% of portfolio