Sheets Smith Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sheets Smith Wealth Management holds 20,153 shares of SPEM stock, worth $949,407. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,153
Previous 20,153
-0.0%
Holding current value
$949,407
Previous $861,000
9.52%
% of portfolio
0.11%
Previous 0.1%
Shares
30 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