Brown Financial Advisory Spdr Ser Tr Fds Spdr Portfolio Transaction History
Brown Financial Advisory
- $141 Million
- Q4 2024
A detailed history of Brown Financial Advisory transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Brown Financial Advisory holds 139,501 shares of SPEM stock, worth $5.42 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
139,501
Previous 144,152
3.23%
Holding current value
$5.42 Million
Previous $5.95 Million
10.05%
% of portfolio
3.8%
Previous 4.21%
Shares
17 transactions
Others Institutions Holding SPEM
# of Institutions
875Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$903 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$725 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$392 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$252 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$229 Million0.08% of portfolio