Uptown Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Uptown Financial Advisors LLC
- $121 Billion
- Q3 2025
A detailed history of Uptown Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 141,170 shares of SPEM stock, worth $6.65 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
141,170
Previous 139,914
0.9%
Holding current value
$6.65 Million
Previous $5.98 Billion
10.51%
% of portfolio
5.45%
Previous 5.12%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall 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$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio