Heritage Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History

Heritage Wealth Management, LLC

$200 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPEM

# of Institutions

743

Shares Held

185M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

24.5M
Shares

$928 Million
0.98% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.8M
Shares

$673 Million
1.45% of portfolio
Lpl Financial LLC Fort Mill, SC

8.95M
Shares

$339 Million
0.18% of portfolio
Allworth Financial LP

6.06M
Shares

$229 Million
1.57% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.42M
Shares

$205 Million
0.6% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
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