Barnes Wealth Management Group, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 5,785 shares of SPEM stock, worth $274,498. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,785
Previous 5,441
6.32%
Holding current value
$274,498
Previous $233 Million
16.45%
% of portfolio
0.15%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio