Wallace Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wallace Advisory Group, LLC
- $133 Billion
- Q1 2024
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 12,922 shares of SPEM stock, worth $489,356. This represents 0.34% of its overall portfolio holdings.
Number of Shares
12,922
Previous 16,733
22.78%
Holding current value
$489,356
Previous $562 Million
18.54%
% of portfolio
0.34%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
743Shares Held
187MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$928 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$673 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$339 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$229 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$205 Million0.6% of portfolio