Paladin Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Paladin Advisory Group, LLC
- $128 Million
- Q2 2025
A detailed history of Paladin Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 3,507 shares of SPEM stock, worth $165,214. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,507
Previous 4,424
20.73%
Holding current value
$165,214
Previous $174,000
14.37%
% of portfolio
0.12%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding SPEM
# of Institutions
963Shares Held
226MCall 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$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio