Alliance Wealth Management Group Spdr Portfolio Transaction History
Alliance Wealth Management Group
- $393 Million
- Q2 2025
A detailed history of Alliance Wealth Management Group transactions in Spdr Portfolio stock. As of the latest transaction made, Alliance Wealth Management Group holds 36,571 shares of SPMD stock, worth $2 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
36,571
Previous 34,956
4.62%
Holding current value
$2 Million
Previous $1.79 Million
11.12%
% of portfolio
0.51%
Previous 0.47%
Shares
30 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio