Heritage Family Offices, LLP Spdr Ser Tr Fds Spdr Portfolio Transaction History
Heritage Family Offices, LLP
- $180 Billion
- Q2 2024
A detailed history of Heritage Family Offices, LLP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heritage Family Offices, LLP holds 442,544 shares of SPEM stock, worth $16.9 Million. This represents 9.25% of its overall portfolio holdings.
Number of Shares
442,544Holding current value
$16.9 Million% of portfolio
9.25%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$904 Million0.95% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$691 Million1.52% of portfolio
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Lpl Financial LLC Fort Mill, SC9.17MShares$351 Million0.18% of portfolio
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Allworth Financial LP6.23MShares$239 Million1.52% of portfolio
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State Street Corp Boston, MA5.7MShares$218 Million0.01% of portfolio