1900 Wealth Management LLC Spdr Portfolio Transaction History
1900 Wealth Management LLC
- $1.22 Billion
- Q2 2025
A detailed history of 1900 Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, 1900 Wealth Management LLC holds 626,762 shares of SPMD stock, worth $36.1 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
626,762
Previous 566,652
10.61%
Holding current value
$36.1 Million
Previous $28.9 Million
17.85%
% of portfolio
2.79%
Previous 2.62%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
780Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$730 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio