Savvy Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Savvy Advisors, Inc. holds 264,670 shares of SPEM stock, worth $12.5 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
264,670
Previous 196,649
34.59%
Holding current value
$12.5 Million
Previous $7.74 Million
46.1%
% of portfolio
0.78%
Previous 0.8%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio