Net Worth Advisory Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Net Worth Advisory Group
- $451 Billion
- Q2 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 15,483 shares of SPEM stock, worth $733,120. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,483
Previous 15,350
0.87%
Holding current value
$733,120
Previous $604 Million
9.5%
% of portfolio
0.15%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio