Patriot Financial Group Insurance Agency, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Patriot Financial Group Insurance Agency, LLC
- $685 Million
- Q1 2025
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 65,097 shares of SPEM stock, worth $2.56 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
65,097
Previous 56,617
14.98%
Holding current value
$2.56 Million
Previous $2.17 Million
18.23%
% of portfolio
0.38%
Previous 0.31%
Shares
27 transactions
Others Institutions Holding SPEM
# of Institutions
907Shares Held
207MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$893 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$732 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$422 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$259 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$251 Million0.08% of portfolio