Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $392 Million
- Q2 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 6,556 shares of SPMD stock, worth $360,121. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,556
Previous 7,109
7.78%
Holding current value
$360,121
Previous $362,000
1.66%
% of portfolio
0.09%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
764Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.4 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$982 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$719 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$365 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio