Spire Wealth Management Spdr Portfolio Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Spire Wealth Management holds 1,913 shares of SPMD stock, worth $107,874. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,913
Previous 2,746
30.34%
Holding current value
$107,874
Previous $140,000
25.71%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SPMD
# of Institutions
788Shares 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