Northeast Planning Associates, Inc. / Nh / Spdr Index Shs Fds S Spdr Port Transaction History

Northeast Planning Associates, Inc. / Nh /

$120 Billion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 19, 2025	BUY	$63.23 - $66.65 $515,324 - $543,197	8,150 New	8,150 $516 Million

Others Institutions Holding SPGM

# of Institutions

143

Shares Held

9.64M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.35M
Shares

$147 Million
0.06% of portfolio
Sequoia Financial Advisors, LLC

1.38M
Shares

$86.2 Million
0.74% of portfolio
Mariner, LLC Overland Park, KS

431K
Shares

$27 Million
0.05% of portfolio
Jane Street Group, LLC New York, NY

420K
Shares

$26.3 Million
0.01% of portfolio
Peak Financial Management, Inc.

372K
Shares

$23.3 Million
7.03% of portfolio

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