Melone Private Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Melone Private Wealth, LLC
- $220 Million
- Q3 2025
A detailed history of Melone Private Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Melone Private Wealth, LLC holds 146,892 shares of SPEM stock, worth $6.97 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
146,892
Previous 123,187
19.24%
Holding current value
$6.97 Million
Previous $5.27 Million
30.6%
% of portfolio
3.12%
Previous 2.69%
Shares
8 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