Barnes Wealth Management Group, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 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 36,271 shares of SPDW stock, worth $1.57 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
36,271
Previous 37,188
2.47%
Holding current value
$1.57 Million
Previous $1.35 Billion
8.46%
% of portfolio
0.87%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,178Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.32 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio