Efficient Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Efficient Advisors, LLC

$1.54 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$37.07 - $40.63 $279,767 - $306,634	7,547 New	7,547 $297,000

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

207M

Call Options Held

0

Put Options Held

60

Creative Planning Overland Park, KS

22.7M
Shares

$927 Million
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$760 Million
1.57% of portfolio
Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$438 Million
0.17% of portfolio
Allworth Financial LP

6.57M
Shares

$268 Million
1.49% of portfolio
Envestnet Asset Management Inc

6.36M
Shares

$260 Million
0.08% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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