Sage Mountain Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sage Mountain Advisors LLC
- $1.7 Billion
- Q3 2025
A detailed history of Sage Mountain Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 370 shares of SPEM stock, worth $17,556. This represents 0.0% of its overall portfolio holdings.
Number of Shares
370
Previous 370
-0.0%
Holding current value
$17,556
Previous $15,000
13.33%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
241MCall 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
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio