Curtis Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
A detailed history of Curtis Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 16,265 shares of SPEM stock, worth $650,762. This represents 0.17% of its overall portfolio holdings.
Number of Shares
16,265
Previous 15,636
4.02%
Holding current value
$650,762
Previous $645,000
3.26%
% of portfolio
0.17%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
869Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$930 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$747 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$404 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$260 Million1.44% of portfolio
-
Brooklyn Fi, LLC New York, NY6.19MShares$248 Million1.3% of portfolio