Vista Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vista Investment Management
- $250 Million
- Q4 2024
A detailed history of Vista Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vista Investment Management holds 91,149 shares of SPEM stock, worth $3.65 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
91,149
Previous 90,633
0.57%
Holding current value
$3.65 Million
Previous $3.74 Million
6.52%
% of portfolio
1.4%
Previous 1.49%
Shares
29 transactions
Others Institutions Holding SPEM
# of Institutions
869Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$930 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$747 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$404 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$260 Million1.44% of portfolio
-
Brooklyn Fi, LLC New York, NY6.19MShares$248 Million1.3% of portfolio