Watershed Private Wealth LLC Spdr Portfolio Transaction History
Watershed Private Wealth LLC
- $275 Billion
- Q2 2025
A detailed history of Watershed Private Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Watershed Private Wealth LLC holds 15,010 shares of SPMD stock, worth $822,848. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,010
Previous 22,704
33.89%
Holding current value
$822,848
Previous $1.16 Billion
29.75%
% of portfolio
0.3%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding SPMD
# of Institutions
767Shares Held
220MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Betterment LLC New York, NY17.9MShares$980 Million2.17% 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