Windsor Capital Management, LLC Spdr Portfolio Transaction History
Windsor Capital Management, LLC
- $313 Million
- Q2 2024
A detailed history of Windsor Capital Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Windsor Capital Management, LLC holds 188,562 shares of SPMD stock, worth $10.3 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
188,562
Previous 197,632
4.59%
Holding current value
$10.3 Million
Previous $10.5 Million
8.23%
% of portfolio
3.09%
Previous 3.38%
Shares
26 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