Allworth Financial LP Spdr Ser Tr Fds Spdr Portfolio Transaction History
Allworth Financial LP
- $20.2 Billion
- Q2 2025
A detailed history of Allworth Financial LP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Allworth Financial LP holds 6,689,099 shares of SPEM stock, worth $293 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
6,689,099
Previous 6,567,549
1.85%
Holding current value
$293 Million
Previous $259 Million
10.57%
% of portfolio
1.42%
Previous 1.49%
Shares
30 transactions
Others Institutions Holding SPEM
# of Institutions
949Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$786 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$510 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$478 Million0.08% of portfolio
-
Envestnet Asset Management Inc6.48MShares$284 Million0.09% of portfolio