Western Wealth Management, LLC Spdr Portfolio Transaction History
Western Wealth Management, LLC
- $1.62 Billion
- Q2 2025
A detailed history of Western Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Western Wealth Management, LLC holds 191,124 shares of SPMD stock, worth $10.5 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
191,124
Previous 191,098
0.01%
Holding current value
$10.5 Million
Previous $9.78 Million
6.27%
% of portfolio
0.64%
Previous 0.67%
Shares
19 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