Gwn Securities Inc. Spdr Portfolio Transaction History

Gwn Securities Inc.

$1.77 Trillion
Q1 2025

A detailed history of Gwn Securities Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Gwn Securities Inc. holds 5,590 shares of SPMD stock, worth $294,537. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,590

Holding current value

$294,537

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$50.21 - $57.73 $280,673 - $322,710	5,590 New	5,590 $286 Million

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

Creative Planning Overland Park, KS

80.1M
Shares

$4.22 Billion
3.87% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$942 Million
2.17% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$690 Million
0.27% of portfolio
Cwm, LLC

6.58M
Shares

$347 Million
1.34% of portfolio
Valmark Advisers, Inc.

6.37M
Shares

$336 Million
4.98% of portfolio

View Full List

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