Independent Advisor Alliance Spdr Ser Tr Fds Spdr Portfolio Transaction History
Independent Advisor Alliance
- $3.71 Billion
- Q3 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 77,216 shares of SPEM stock, worth $3.66 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
77,216
Previous 73,901
4.49%
Holding current value
$3.66 Million
Previous $3.16 Million
14.44%
% of portfolio
0.1%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
238MCall 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
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio