Grey Fox Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Grey Fox Wealth Advisors, LLC
- $419 Billion
- Q2 2025
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 186,248 shares of SPEM stock, worth $8.82 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
186,248
Previous 180,401
3.24%
Holding current value
$8.82 Million
Previous $7.1 Billion
12.08%
% of portfolio
1.9%
Previous 1.89%
Shares
11 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