Stone Point Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Stone Point Wealth LLC holds 6,934 shares of SPEM stock, worth $270,703. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,934
Previous 7,552
8.18%
Holding current value
$270,703
Previous $311,000
14.47%
% of portfolio
0.09%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding SPEM
# of Institutions
841Shares Held
199MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$898 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$720 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$377 Million0.18% of portfolio
-
Allworth Financial LP6.49MShares$253 Million1.44% of portfolio
-
State Street Corp Boston, MA6.29MShares$246 Million0.01% of portfolio