Bristlecone Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bristlecone Advisors, LLC
- $1.18 Billion
- Q2 2025
A detailed history of Bristlecone Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 102,753 shares of SPEM stock, worth $4.84 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
102,753
Previous 98,614
4.2%
Holding current value
$4.84 Million
Previous $3.88 Million
13.11%
% of portfolio
0.37%
Previous 0.32%
Shares
25 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio