Mattern Wealth Management LLC Spdr Portfolio Transaction History
Mattern Wealth Management LLC
- $456 Million
- Q3 2025
A detailed history of Mattern Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mattern Wealth Management LLC holds 4,906 shares of SPMD stock, worth $276,649. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,906
Previous 4,906
-0.0%
Holding current value
$276,649
Previous $266,000
5.26%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
794Shares Held
226MCall 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.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio