Destination Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Destination Wealth Management
- $3.51 Billion
- Q3 2025
A detailed history of Destination Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Destination Wealth Management holds 10,911 shares of SPEM stock, worth $517,726. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,911
Previous 9,985
9.27%
Holding current value
$517,726
Previous $426,000
19.72%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall 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
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio