Barnes Wealth Management Group, Inc Spdr Portfolio Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 17,699 shares of SPMD stock, worth $949,020. This represents 0.58% of its overall portfolio holdings.
Number of Shares
17,699
Previous 16,070
10.14%
Holding current value
$949,020
Previous $879 Million
3.07%
% of portfolio
0.58%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
736Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.3 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$959 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$702 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$353 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$342 Million4.98% of portfolio