Independent Advisor Alliance Spdr Ser Tr Fds Spdr Portfolio Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
A detailed history of Independent Advisor Alliance transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Independent Advisor Alliance holds 58,765 shares of SPEM stock, worth $2.43 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
58,765
Previous 328,192
82.09%
Holding current value
$2.43 Million
Previous $12.6 Million
81.63%
% of portfolio
0.08%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
208MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$936 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$768 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$442 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$271 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$263 Million0.08% of portfolio