Cabot Wealth Management Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cabot Wealth Management Inc
- $782 Million
- Q4 2024
A detailed history of Cabot Wealth Management Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cabot Wealth Management Inc holds 8,890 shares of SPEM stock, worth $354,977. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,890
Previous 13,655
34.9%
Holding current value
$354,977
Previous $563,000
39.43%
% of portfolio
0.04%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$928 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio