Wealthcare Capital Partners, LLC Spdr Portfolio Transaction History
Wealthcare Capital Partners, LLC
- $199 Billion
- Q2 2025
A detailed history of Wealthcare Capital Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthcare Capital Partners, LLC holds 41,267 shares of SPMD stock, worth $2.26 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
41,267
Previous 39,334
4.91%
Holding current value
$2.26 Million
Previous $2.01 Billion
11.47%
% of portfolio
1.13%
Previous 1.04%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
771Shares Held
219MCall 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