Jim Saulnier & Associates, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Jim Saulnier & Associates, LLC
- $129 Billion
- Q1 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 79,673 shares of SPEM stock, worth $3.14 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
79,673
Previous 73,191
8.86%
Holding current value
$3.14 Million
Previous $2.81 Billion
11.69%
% of portfolio
2.44%
Previous 2.42%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
886Shares Held
211MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$916 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$735 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$397 Million0.16% of portfolio
-
Allworth Financial LP6.57MShares$259 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$251 Million0.08% of portfolio