Bernard Wealth Management Corp. Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History

Bernard Wealth Management Corp.

$239 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPEM

# of Institutions

968

Shares Held

227M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

22.9M
Shares

$1.08 Billion
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$846 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$549 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$514 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$315 Million
1.42% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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