Sovran Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sovran Advisors, LLC holds 8,390 shares of SPEM stock, worth $323,266. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,390

Holding current value

$323,266

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$38.37 - $42.82 $321,924 - $359,259	8,390 New	8,390 $315 Million

Others Institutions Holding SPEM

# of Institutions

819

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$886 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$711 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$372 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$243 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$242 Million
0.01% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Account

Sovran Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History