Addison Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Addison Advisors LLC

$364 Million
Q2 2025

A detailed history of Addison Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Addison Advisors LLC holds 1,145 shares of SPEM stock, worth $54,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,145

Holding current value

$54,215

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$34.72 - $42.74 $39,754 - $48,937	1,145 New	1,145 $48,000

Others Institutions Holding SPEM

# of Institutions

957

Shares Held

225M

Call Options Held

Put Options Held

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

$850 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$552 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$517 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$317 Million
1.42% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Addison Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History