Portland Financial Advisors Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portland Financial Advisors Inc holds 18,345 shares of SPEM stock, worth $749,943. This represents 1.85% of its overall portfolio holdings.
Number of Shares
18,345
Previous 16,260
12.82%
Holding current value
$749,943
Previous $624 Million
15.76%
% of portfolio
1.85%
Previous 1.68%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
207MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$927 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$760 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$438 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$268 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$260 Million0.08% of portfolio