Founders Financial Alliance, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Founders Financial Alliance, LLC
- $419 Million
- Q2 2025
A detailed history of Founders Financial Alliance, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 4,842 shares of SPEM stock, worth $228,106. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,842
Previous 3,956
22.4%
Holding current value
$228,106
Previous $155,000
32.9%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
963Shares Held
226MCall 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$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio