Destination Wealth Management Spdr Portfolio Transaction History
Destination Wealth Management
- $3.51 Billion
- Q3 2025
A detailed history of Destination Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Destination Wealth Management holds 8,578 shares of SPMD stock, worth $482,684. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,578
Previous 8,841
2.97%
Holding current value
$482,684
Previous $480,000
2.08%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall 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