Net Worth Advisory Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Net Worth Advisory Group
- $346 Billion
- Q3 2025
A detailed history of Net Worth Advisory Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Net Worth Advisory Group holds 14,894 shares of SPEM stock, worth $706,720. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,894
Previous 15,483
3.8%
Holding current value
$706,720
Previous $662 Million
5.35%
% of portfolio
0.2%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall 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
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio