Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wallace Advisory Group, LLC
- $139 Billion
- Q2 2024
A detailed history of Wallace Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 13,455 shares of SPEM stock, worth $511,828. This represents 0.36% of its overall portfolio holdings.
Number of Shares
13,455
Previous 12,922
4.12%
Holding current value
$511,828
Previous $458 Million
10.77%
% of portfolio
0.36%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$898 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$687 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$349 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$237 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$217 Million0.01% of portfolio