Great Valley Advisor Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
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 202,125 shares of SPEM stock, worth $9.59 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
202,125
Previous 192,507
5.0%
Holding current value
$9.59 Million
Previous $8.23 Million
15.0%
% of portfolio
0.21%
Previous 0.2%
Shares
24 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio