Kwb Wealth Spdr Portfolio Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
A detailed history of Kwb Wealth transactions in Spdr Portfolio stock. As of the latest transaction made, Kwb Wealth holds 107,663 shares of SPMD stock, worth $6.07 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
107,663
Previous 115,002
6.38%
Holding current value
$6.07 Million
Previous $6.25 Million
1.54%
% of portfolio
0.7%
Previous 0.74%
Shares
19 transactions
Others Institutions Holding SPMD
# of Institutions
786Shares Held
224MCall 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.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio