Fortis Group Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortis Group Advisors, LLC
- $551 Billion
- Q2 2025
A detailed history of Fortis Group Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 195 shares of SPEM stock, worth $9,233. This represents 0.0% of its overall portfolio holdings.
Number of Shares
195
Previous 195
-0.0%
Holding current value
$9,233
Previous $7.68 Million
8.56%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall 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$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio