Surevest, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Surevest, LLC holds 850 shares of SPEM stock, worth $34,816. This represents 0.01% of its overall portfolio holdings.

Number of Shares

850

Previous 850 -0.0%

Holding current value

$34,816

Previous $30,000 13.33%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$40.07 - $44.51 $34,059 - $37,833	850 New	850 $35,000

Others Institutions Holding SPEM

# of Institutions

772

Shares Held

193M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$942 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.1M
Shares

$739 Million
1.52% of portfolio
Lpl Financial LLC Fort Mill, SC

9.17M
Shares

$376 Million
0.18% of portfolio
Allworth Financial LP

6.23M
Shares

$255 Million
1.52% of portfolio
State Street Corp Boston, MA

5.7M
Shares

$233 Million
0.01% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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