Clearstead Trust, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Clearstead Trust, LLC

$473 Million
Q2 2025

A detailed history of Clearstead Trust, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,424 shares of SPEM stock, worth $67,084. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,424

Holding current value

$67,084

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$34.72 - $42.74 $49,441 - $60,861	1,424 New	1,424 $60,000

Others Institutions Holding SPEM

# of Institutions

962

Shares Held

226M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

22.9M
Shares

$1.08 Billion
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$846 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$549 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$514 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$315 Million
1.42% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Account

Clearstead Trust, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History