Wealthcare Capital Management LLC Spdr Portfolio Transaction History
Wealthcare Capital Management LLC
- $883 Million
- Q4 2025
A detailed history of Wealthcare Capital Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 38,300 shares of SPMD stock, worth $2.16 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
38,300
Previous 31,386
22.03%
Holding current value
$2.16 Million
Previous $1.79 Million
20.12%
% of portfolio
0.24%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
230MCall 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.7.04MShares$396 Million5.03% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio