Adviser Investments LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

A detailed history of Adviser Investments LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Adviser Investments LLC holds 10,814 shares of SPEM stock, worth $421,854. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,814

Holding current value

$421,854

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$36.02 - $41.68 $389,520 - $450,727	10,814 New	10,814 $446,000

Others Institutions Holding SPEM

# of Institutions

811

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$897 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$720 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$376 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$246 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$245 Million
0.01% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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Adviser Investments LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History