Coastal Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Coastal Investment Advisors, Inc.
- $245 Million
- Q2 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 70 shares of SPEM stock, worth $3,297. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$3,297
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 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