Melone Private Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Melone Private Wealth, LLC
- $196 Million
- Q2 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 123,187 shares of SPEM stock, worth $5.86 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
123,187
Previous 118,799
3.69%
Holding current value
$5.86 Million
Previous $4.69 Million
12.36%
% of portfolio
2.69%
Previous 2.46%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
959Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.09 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$854 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$554 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$519 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$318 Million1.42% of portfolio