Potentia Wealth Spdr Ser Tr Fds Spdr Portfolio Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Potentia Wealth holds 9,500 shares of SPEM stock, worth $376,295. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,500

Holding current value

$376,295

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$38.37 - $42.82 $364,515 - $406,790	9,500 New	9,500 $365 Million

Others Institutions Holding SPEM

# of Institutions

856

Shares Held

210M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$911 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$739 Million
1.51% of portfolio
Lpl Financial LLC Fort Mill, SC

10.1M
Shares

$400 Million
0.16% of portfolio
Allworth Financial LP

6.49M
Shares

$257 Million
1.44% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$249 Million
0.01% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Account