Net Worth Advisory Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Net Worth Advisory Group
- $318 Billion
- Q1 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 15,350 shares of SPEM stock, worth $627,508. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,350
Previous 17,003
9.72%
Holding current value
$627,508
Previous $652 Million
7.37%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
207MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$927 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$760 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$438 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$268 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$260 Million0.08% of portfolio