Destination Wealth Management Spdr Portfolio Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
A detailed history of Destination Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Destination Wealth Management holds 8,841 shares of SPMD stock, worth $498,543. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,841
              Previous 10,736
              
        
           17.65%
        
      
          
        Holding current value
$498,543
            Previous $549,000
            
        
           12.57%
        
      
          
        % of portfolio
0.01%
            Previous 0.02%
          
        Shares
	  3 transactions
	
  Others Institutions Holding SPMD
# of Institutions
795Shares Held
225MCall Options Held
11.2KPut Options Held
0- 
    
      Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
- 
    
      Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
- 
    
      Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
- 
    
      Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio