Great Waters Wealth Management Spdr Index Shs Fds S Spdr Port Transaction History
Great Waters Wealth Management
- $846 Billion
- Q3 2025
A detailed history of Great Waters Wealth Management transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Great Waters Wealth Management holds 31,034 shares of SPGM stock, worth $2.36 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
31,034
Previous 36,879
15.85%
Holding current value
$2.36 Million
Previous $2.54 Billion
8.65%
% of portfolio
0.27%
Previous 0.33%
Shares
12 transactions
Others Institutions Holding SPGM
# of Institutions
162Shares Held
9.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.16MShares$164 Million0.05% of portfolio
-
Sequoia Financial Advisors, LLC1.39MShares$106 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL682KShares$51.8 Million0.06% of portfolio
-
Advance Capital Management, Inc. Southfield, MI374KShares$28.4 Million1.89% of portfolio
-
Peak Financial Management, Inc.371KShares$28.2 Million7.75% of portfolio