Sheets Smith Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
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 17,281 shares of SPEM stock, worth $657,369. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,281
Previous 13,098
31.94%
Holding current value
$657,369
Previous $474,000
37.13%
% of portfolio
0.08%
Previous 0.05%
Shares
26 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$898 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$687 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$349 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$237 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$217 Million0.01% of portfolio