Barnes Wealth Management Group, Inc Spdr Ser Tr Fds 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 Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 37,188 shares of SPDW stock, worth $1.46 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
37,188
Previous 39,048
4.76%
Holding current value
$1.46 Million
Previous $1.33 Billion
1.6%
% of portfolio
0.87%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,085Shares Held
550MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.41 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.57 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.24 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.21 Billion0.45% of portfolio
-
Cwm, LLC13MShares$510 Million1.88% of portfolio