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 5,483 shares of SPEM stock, worth $231,766. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,483
Previous 5,671
3.32%
Holding current value
$231,766
Previous $218 Million
0.8%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
911Shares Held
208MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$958 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$786 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$453 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$278 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$269 Million0.08% of portfolio