Savvy Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 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 316,073 shares of SPEM stock, worth $15 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
316,073
Previous 264,670
19.42%
Holding current value
$15 Million
Previous $11.3 Million
30.8%
% of portfolio
0.71%
Previous 0.78%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares 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