Srs Capital Advisors, Inc. Spdr Portfolio Transaction History
Srs Capital Advisors, Inc.
- $1.5 Billion
- Q4 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 166 shares of SPMD stock, worth $9,452. This represents 0.0% of its overall portfolio holdings.
Number of Shares
166
Previous 118
40.68%
Holding current value
$9,452
Previous $6,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
693Shares Held
190MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.17 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$984 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$695 Million0.31% of portfolio
-
Valmark Advisers, Inc.6MShares$341 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$327 Million10.91% of portfolio