Elite Financial, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Elite Financial, Inc.

$189 Million
Q1 2025

A detailed history of Elite Financial, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Elite Financial, Inc. holds 1,150 shares of SPEM stock, worth $50,347. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,150

Holding current value

$50,347

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$37.07 - $40.63 $42,630 - $46,724	1,150 New	1,150 $45,000

Others Institutions Holding SPEM

# of Institutions

933

Shares Held

213M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

22.9M
Shares

$1 Billion
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$814 Million
1.57% of portfolio
Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$469 Million
0.17% of portfolio
Allworth Financial LP

6.69M
Shares

$293 Million
1.42% of portfolio
Envestnet Asset Management Inc

6.48M
Shares

$284 Million
0.09% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
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Elite Financial, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History