Mgb Wealth Management, LLC Spdr Portfolio Transaction History
Mgb Wealth Management, LLC
- $354 Billion
- Q3 2025
A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 13,345 shares of SPMD stock, worth $750,923. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,345
Previous 13,339
0.04%
Holding current value
$750,923
Previous $725 Million
5.21%
% of portfolio
0.22%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio