Watershed Private Wealth LLC Spdr Portfolio Transaction History
Watershed Private Wealth LLC
- $333 Billion
- Q4 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 14,014 shares of SPMD stock, worth $788,567. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,014
Previous 14,018
0.03%
Holding current value
$788,567
Previous $802 Million
1.23%
% of portfolio
0.24%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
231MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio