Barnes Wealth Management Group, Inc 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 Portfolio stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 8,756 shares of SPMD stock, worth $499,267. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,756
Previous 17,699
50.53%
Holding current value
$499,267
Previous $906 Million
47.44%
% of portfolio
0.28%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
804Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$722 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$390 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio