Captrust Financial Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Captrust Financial Advisors holds 32,476 shares of SPEM stock, worth $1.53 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32,476
Previous 30,215
7.48%
Holding current value
$1.53 Million
Previous $1.19 Million
16.74%
% of portfolio
0.0%
Previous 0.0%
Shares
33 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