Strategic Financial Planning, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Strategic Financial Planning, Inc.
- $151 Million
- Q3 2024
A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 43,495 shares of SPEM stock, worth $1.71 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
43,495
Previous 39,657
9.68%
Holding current value
$1.71 Million
Previous $1.49 Million
20.23%
% of portfolio
1.19%
Previous 1.08%
Shares
18 transactions
Others Institutions Holding SPEM
# of Institutions
813Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$904 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$725 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$379 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$247 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$247 Million0.01% of portfolio