Rtd Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rtd Financial Advisors, Inc.
- $832 Million
- Q3 2025
A detailed history of Rtd Financial Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 51,595 shares of SPEM stock, worth $2.45 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
51,595
Previous 51,595
-0.0%
Holding current value
$2.45 Million
Previous $2.21 Million
9.52%
% of portfolio
0.29%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio