Wealth Trak Capital Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Trak Capital Management LLC
- $116 Billion
- Q1 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 130,500 shares of SPEM stock, worth $5.14 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
130,500
Previous 96,904
34.67%
Holding current value
$5.14 Million
Previous $3.72 Billion
38.18%
% of portfolio
4.43%
Previous 3.14%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
906Shares Held
207MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$893 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$732 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$422 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$259 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$251 Million0.08% of portfolio