Ae Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ae Wealth Management LLC holds 100,187 shares of SPEM stock, worth $4.75 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
100,187
Previous 74,841
33.87%
Holding current value
$4.75 Million
Previous $3.2 Million
46.62%
% of portfolio
0.03%
Previous 0.03%
Shares
34 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio