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 5,441 shares of SPEM stock, worth $256,325. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,441
Previous 5,483
0.77%
Holding current value
$256,325
Previous $216 Million
7.73%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio