Napa Wealth Management Spdr Portfolio Transaction History

Napa Wealth Management

$184 Billion
Q4 2023

A detailed history of Napa Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 6,400 shares of SPMD stock, worth $326,400. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,400

Holding current value

$326,400

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$40.76 - $49.2 $260,864 - $314,880	6,400 New	6,400 $312 Million

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

$741 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

$296 Million
8.62% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$293 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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