Spectrum Planning & Advisory Services Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Spectrum Planning & Advisory Services Inc.
- $104 Million
- Q1 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 16,264 shares of SPEM stock, worth $664,872. This represents 0.61% of its overall portfolio holdings.
Number of Shares
16,264
Previous 15,799
2.94%
Holding current value
$664,872
Previous $606,000
5.61%
% of portfolio
0.61%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
207MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$927 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$760 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$438 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$268 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$260 Million0.08% of portfolio