Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wallace Advisory Group, LLC
- $138 Billion
- Q2 2025
A detailed history of Wallace Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 25,609 shares of SPEM stock, worth $1.18 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
25,609
Previous 17,428
46.94%
Holding current value
$1.18 Million
Previous $669 Million
50.77%
% of portfolio
0.73%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding SPEM
# of Institutions
959Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.05 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$827 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$536 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$502 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$308 Million1.42% of portfolio