Wcg Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q2 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 390,240 shares of SPEM stock, worth $18.4 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
390,240
Previous 385,202
1.31%
Holding current value
$18.4 Million
Previous $15.2 Million
9.98%
% of portfolio
1.17%
Previous 1.25%
Shares
14 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall 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$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio