Pathstone Family Office, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pathstone Family Office, LLC holds 831,978 shares of SPEM stock, worth $34.7 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
831,978
Previous 883,924
5.88%
Holding current value
$34.7 Million
Previous $30.4 Million
8.1%
% of portfolio
0.18%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$983 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$752 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$382 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$260 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$237 Million0.01% of portfolio