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 $849,550. This represents 1.99% of its overall portfolio holdings.
Number of Shares
19,405
Previous 18,345
5.78%
Holding current value
$849,550
Previous $722 Million
14.83%
% of portfolio
1.99%
Previous 1.85%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
933Shares Held
213MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$814 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$469 Million0.17% of portfolio
-
Allworth Financial LP6.69MShares$293 Million1.42% of portfolio
-
Envestnet Asset Management Inc6.48MShares$284 Million0.09% of portfolio