New Edge Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 12,045 shares of SPEM stock, worth $483,968. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,045

Holding current value

$483,968

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$36.02 - $41.68 $433,860 - $502,035	12,045 New	12,045 $497,000

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$924 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$741 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$388 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$253 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$253 Million
0.01% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

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New Edge Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History