Wealth Trak Capital Management LLC Spdr Portfolio Transaction History
Wealth Trak Capital Management LLC
- $121 Billion
- Q3 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 31,057 shares of SPMD stock, worth $1.75 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
31,057Holding current value
$1.75 Million% of portfolio
1.46%Shares
1 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
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Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
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Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
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Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio