Client 1 St Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Client 1 St Advisory Group, LLC
- $306 Million
- Q3 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 7,898 shares of SPEM stock, worth $374,760. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,898
Previous 7,898
-0.0%
Holding current value
$374,760
Previous $337,000
9.5%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio