Bernard Wealth Management Corp. Spdr Portfolio Transaction History

Bernard Wealth Management Corp.

$239 Billion
Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Spdr Portfolio stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 565 shares of SPMD stock, worth $31,860. This represents 0.01% of its overall portfolio holdings.

Number of Shares

565

Holding current value

$31,860

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 14, 2025	BUY	$54.43 - $58.29 $30,752 - $32,933	565 New	565 $32.3 Million

Others Institutions Holding SPMD

# of Institutions

794

Shares Held

226M

Call Options Held

11.2K

Put Options Held

Creative Planning Overland Park, KS

83.1M
Shares

$4.68 Billion
3.89% of portfolio
Betterment LLC New York, NY

19.2M
Shares

$1.08 Billion
2.22% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$714 Million
0.24% of portfolio
Valmark Advisers, Inc.

6.84M
Shares

$386 Million
5.15% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

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About SPDR PORTFOLIO

Ticker SPMD
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Bernard Wealth Management Corp. Spdr Portfolio Transaction History