Advocacy Wealth Management Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Advocacy Wealth Management Services, LLC
- $1.29 Billion
- Q2 2025
A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 681,809 shares of SPEM stock, worth $32.1 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
681,809Holding current value
$32.1 Million% of portfolio
2.25%Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
971Shares Held
229MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
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Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
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Allworth Financial LP6.69MShares$315 Million1.42% of portfolio