Barnes Wealth Management Group, Inc Spdr Portfolio S&P 1500 Compos Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 8,610 shares of SPTM stock, worth $698,873. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,610
Previous 8,644
0.39%
Holding current value
$698,873
Previous $647 Million
7.28%
% of portfolio
0.38%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$254 Million0.76% of portfolio
-
Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio