Regimen Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Regimen Wealth, LLC

$322 Billion
Q2 2025

A detailed history of Regimen Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Regimen Wealth, LLC holds 8,783 shares of SPEM stock, worth $413,767. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,783

Holding current value

$413,767

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$34.72 - $42.74 $304,945 - $375,385	8,783 New	8,783 $375 Million

Others Institutions Holding SPEM

# of Institutions

962

Shares Held

226M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

22.9M
Shares

$1.08 Billion
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$846 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$549 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$514 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$315 Million
1.42% 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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