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 $380,760. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,500

Holding current value

$380,760

% 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

877

Shares Held

206M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23.2M
Shares

$932 Million
0.87% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$748 Million
1.51% of portfolio
Lpl Financial LLC Fort Mill, SC

10.1M
Shares

$404 Million
0.16% of portfolio
Allworth Financial LP

6.49M
Shares

$260 Million
1.44% of portfolio
Envestnet Asset Management Inc

5.9M
Shares

$236 Million
0.08% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

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