Wealthsource Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPEM

# of Institutions

889

Shares Held

208M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

23.2M
Shares

$916 Million
0.87% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$735 Million
1.51% of portfolio
Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$422 Million
0.17% of portfolio
Allworth Financial LP

6.57M
Shares

$259 Million
1.49% of portfolio
Envestnet Asset Management Inc

6.36M
Shares

$251 Million
0.08% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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