Moneta Group Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 176,894 shares of SPEM stock, worth $6.93 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
176,894
Previous 202,145
12.49%
Holding current value
$6.93 Million
Previous $6.79 Million
7.71%
% of portfolio
0.12%
Previous 0.15%
Shares
28 transactions
Others Institutions Holding SPEM
# of Institutions
742Shares Held
186MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$960 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$696 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$351 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$237 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$212 Million0.6% of portfolio