True Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 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 29,640 shares of SPEM stock, worth $1.41 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
29,640
Previous 27,944
6.07%
Holding current value
$1.41 Million
Previous $1.19 Million
16.16%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio