Mason & Associates, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mason & Associates, LLC
- $398 Billion
- Q2 2025
A detailed history of Mason & Associates, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mason & Associates, LLC holds 130,232 shares of SPEM stock, worth $5.7 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
130,232
Previous 123,948
5.07%
Holding current value
$5.7 Million
Previous $4.88 Billion
14.06%
% of portfolio
1.4%
Previous 1.41%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
933Shares Held
213MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$814 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$469 Million0.17% of portfolio
-
Allworth Financial LP6.69MShares$293 Million1.42% of portfolio
-
Envestnet Asset Management Inc6.48MShares$284 Million0.09% of portfolio