Trivant Custom Portfolio Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Trivant Custom Portfolio Group, LLC
- $195 Billion
- Q3 2025
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 36,459 shares of SPEM stock, worth $1.73 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
36,459
Previous 36,273
0.51%
Holding current value
$1.73 Million
Previous $1.55 Billion
10.08%
% of portfolio
0.88%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
987Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio