Ma Private Wealth Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ma Private Wealth
- $540 Million
- Q2 2025
A detailed history of Ma Private Wealth transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ma Private Wealth holds 71,365 shares of SPEM stock, worth $3.36 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
71,365
Previous 24,293
193.77%
Holding current value
$3.36 Million
Previous $956,000
219.04%
% of portfolio
0.57%
Previous 0.18%
Shares
22 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio