Barnes Wealth Management Group, Inc 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 Portfolio stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 17,699 shares of SPMD stock, worth $970,259. This represents 0.58% of its overall portfolio holdings.
Number of Shares
17,699
Previous 16,070
10.14%
Holding current value
$970,259
Previous $879 Million
3.07%
% of portfolio
0.58%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
761Shares Held
219MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$718 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio