True Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 2025
A detailed history of True Private Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, True Private Wealth Advisors holds 27,944 shares of SPEM stock, worth $1.32 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
27,944
Previous 24,513
14.0%
Holding current value
$1.32 Million
Previous $965,000
23.73%
% of portfolio
0.16%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio