Orcam Financial Group Spdr Ser Tr Fds Spdr Portfolio Transaction History

Orcam Financial Group

$106 Million
Q1 2025

A detailed history of Orcam Financial Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Orcam Financial Group holds 12,565 shares of SPEM stock, worth $550,095. This represents 0.47% of its overall portfolio holdings.

Number of Shares

12,565

Holding current value

$550,095

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$37.07 - $40.63 $465,784 - $510,515	12,565 New	12,565 $494,000

Others Institutions Holding SPEM

# of Institutions

933

Shares Held

213M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

22.9M
Shares

$1 Billion
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$814 Million
1.57% of portfolio
Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$469 Million
0.17% of portfolio
Allworth Financial LP

6.69M
Shares

$293 Million
1.42% of portfolio
Envestnet Asset Management Inc

6.48M
Shares

$284 Million
0.09% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orcam Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Orcam Financial Group with notifications on news.

Account

Orcam Financial Group Spdr Ser Tr Fds Spdr Portfolio Transaction History