Black Diamond Wealth Management Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Black Diamond Wealth Management Inc.
- $152 Million
- Q3 2025
A detailed history of Black Diamond Wealth Management Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 10,818 shares of SPEM stock, worth $513,314. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,818
Previous 10,678
1.31%
Holding current value
$513,314
Previous $456,000
10.96%
% of portfolio
0.33%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio