4 Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 10,427 shares of SPEM stock, worth $453,678. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,427
Previous 9,603
8.58%
Holding current value
$453,678
Previous $378 Million
17.87%
% of portfolio
0.45%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
930Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$987 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$809 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$466 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$286 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.48MShares$282 Million0.09% of portfolio