Naples Global Advisors, LLC Spdr Portfolio Transaction History
Naples Global Advisors, LLC
- $985 Million
- Q2 2024
A detailed history of Naples Global Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Naples Global Advisors, LLC holds 40,536 shares of SPMD stock, worth $2.21 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
40,536
Previous 39,736
2.01%
Holding current value
$2.21 Million
Previous $2.12 Million
1.89%
% of portfolio
0.21%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio