Portland Financial Advisors Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portland Financial Advisors Inc
- $41.7 Billion
- Q2 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 19,405 shares of SPEM stock, worth $922,319. This represents 1.99% of its overall portfolio holdings.
Number of Shares
19,405
Previous 18,345
5.78%
Holding current value
$922,319
Previous $722 Million
14.83%
% of portfolio
1.99%
Previous 1.85%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
956Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.09 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$854 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$554 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$519 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$318 Million1.42% of portfolio