Destination Wealth Management Spdr Portfolio Transaction History
Destination Wealth Management
- $3.14 Billion
- Q1 2025
A detailed history of Destination Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Destination Wealth Management holds 10,736 shares of SPMD stock, worth $565,679. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,736
Previous 10,522
2.03%
Holding current value
$565,679
Previous $575,000
4.52%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio