Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 90,937 shares of SPEM stock, worth $3.46 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
90,937
Previous 84,567
7.53%
Holding current value
$3.46 Million
Previous $3.06 Billion
11.93%
% of portfolio
0.65%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$898 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$687 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$349 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$237 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$217 Million0.01% of portfolio