Tallon Kerry Patrick Spdr Ser Tr Fds Spdr Portfolio Transaction History

Tallon Kerry Patrick

$104 Billion
Q4 2024

A detailed history of Tallon Kerry Patrick transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tallon Kerry Patrick holds 12,843 shares of SPEM stock, worth $583,714. This represents 0.47% of its overall portfolio holdings.

Number of Shares

12,843

Holding current value

$583,714

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$38.37 - $42.82 $492,785 - $549,937	12,843 New	12,843 $491 Million

Others Institutions Holding SPEM

# of Institutions

959

Shares Held

226M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

22.9M
Shares

$1.04 Billion
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$816 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$530 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$496 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$304 Million
1.42% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

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Tallon Kerry Patrick Spdr Ser Tr Fds Spdr Portfolio Transaction History