Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 10,068 shares of SPEM stock, worth $387,013. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,068
Previous 12,562
19.85%
Holding current value
$387,013
Previous $473 Million
12.17%
% of portfolio
0.16%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$884 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$709 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$371 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$242 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$242 Million0.01% of portfolio