Valley Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valley Financial Group, Inc.
- $176 Billion
- Q3 2025
A detailed history of Valley Financial Group, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valley Financial Group, Inc. holds 17,638 shares of SPEM stock, worth $836,923. This represents 0.47% of its overall portfolio holdings.
Number of Shares
17,638
Previous 17,388
1.44%
Holding current value
$836,923
Previous $743 Million
11.1%
% of portfolio
0.47%
Previous 0.45%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
241MCall 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
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio