Wealthcare Advisory Partners LLC Spdr Portfolio Transaction History
Wealthcare Advisory Partners LLC
- $4.56 Billion
- Q3 2025
A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 1,063,336 shares of SPMD stock, worth $59.8 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
1,063,336
Previous 1,031,994
3.04%
Holding current value
$59.8 Million
Previous $56.1 Million
8.36%
% of portfolio
1.33%
Previous 1.34%
Shares
25 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