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 $359,399. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,556
Previous 7,109
7.78%
Holding current value
$359,399
Previous $362,000
1.66%
% of portfolio
0.09%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
779Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.05 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio