Centricity Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 2,739 shares of SPEM stock, worth $129,034. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,739
Previous 2,739
-0.0%
Holding current value
$129,034
Previous $108 Million
8.56%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
966Shares Held
227MCall 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