Mgb Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mgb Wealth Management, LLC

$267 Billion
Q2 2024

A detailed history of Mgb Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 350 shares of SPEM stock, worth $14,220. This represents 0.01% of its overall portfolio holdings.

Number of Shares

350

Holding current value

$14,220

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$35.3 - $38.79 $12,354 - $13,576	350 New	350 $13.7 Million

Others Institutions Holding SPEM

# of Institutions

779

Shares Held

193M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$934 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.1M
Shares

$733 Million
1.52% of portfolio
Lpl Financial LLC Fort Mill, SC

9.17M
Shares

$372 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$256 Million
1.61% of portfolio
State Street Corp Boston, MA

5.7M
Shares

$232 Million
0.01% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

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Mgb Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History