Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 9,219 shares of SPEM stock, worth $368,852. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,219
Previous 10,068
8.43%
Holding current value
$368,852
Previous $416 Million
14.89%
% of portfolio
0.13%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$930 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$747 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$404 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$260 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio