Valley National Advisers Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valley National Advisers Inc
- $613 Million
- Q2 2025
A detailed history of Valley National Advisers Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valley National Advisers Inc holds 2,136 shares of SPEM stock, worth $101,139. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,136
Previous 2,141
0.23%
Holding current value
$101,139
Previous $84,000
8.33%
% of portfolio
0.01%
Previous 0.02%
Shares
15 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