Westside Investment Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$25.76 - $38.65 $257 - $386	-10 Closed	0 $0
Q2 2019 Jul 24, 2019	BUY	N/A	10 New	10 $0

Others Institutions Holding SPEM

# of Institutions

878

Shares Held

206M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

23.2M
Shares

$930 Million
0.87% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$747 Million
1.51% of portfolio
Lpl Financial LLC Fort Mill, SC

10.1M
Shares

$404 Million
0.16% of portfolio
Allworth Financial LP

6.49M
Shares

$260 Million
1.44% of portfolio
Envestnet Asset Management Inc

5.9M
Shares

$236 Million
0.08% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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