Potentia Wealth Spdr Ser Tr Fds Spdr Portfolio Transaction History
Potentia Wealth
- $213 Billion
- Q1 2025
A detailed history of Potentia Wealth transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Potentia Wealth holds 9,500 shares of SPEM stock, worth $374,205. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$374,205
Previous $365 Million
2.61%
% of portfolio
0.18%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
906Shares Held
207MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$893 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$732 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$422 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$259 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$251 Million0.08% of portfolio