Great Valley Advisor Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 173,922 shares of SPEM stock, worth $6.86 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
173,922
Previous 152,730
13.88%
Holding current value
$6.86 Million
Previous $6.3 Million
5.85%
% of portfolio
0.16%
Previous 0.16%
Shares
21 transactions
Others Institutions Holding SPEM
# of Institutions
880Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio