Robertson Stephens Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
931Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$987 Million0.84% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$809 Million1.57% of portfolio
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Lpl Financial LLC Fort Mill, SC10.7MShares$466 Million0.17% of portfolio
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Allworth Financial LP6.69MShares$291 Million1.42% of portfolio
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Envestnet Asset Management Inc6.48MShares$282 Million0.09% of portfolio