Wbh Advisory Inc Spdr Portfolio Transaction History
Wbh Advisory Inc
- $1.16 Billion
- Q2 2025
A detailed history of Wbh Advisory Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Wbh Advisory Inc holds 207,691 shares of SPMD stock, worth $12 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
207,691
Previous 210,152
1.17%
Holding current value
$12 Million
Previous $10.8 Million
5.01%
% of portfolio
0.98%
Previous 1.01%
Shares
21 transactions
Others Institutions Holding SPMD
# of Institutions
779Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$730 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$332 Million10.91% of portfolio