Winch Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 2024
A detailed history of Winch Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Winch Advisory Services, LLC holds 68,161 shares of SPEM stock, worth $2.66 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
68,161
Previous 67,559
0.89%
Holding current value
$2.66 Million
Previous $2.79 Million
6.21%
% of portfolio
0.72%
Previous 0.81%
Shares
29 transactions
Others Institutions Holding SPEM
# of Institutions
841Shares Held
199MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$898 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$720 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$377 Million0.18% of portfolio
-
Allworth Financial LP6.49MShares$253 Million1.44% of portfolio
-
State Street Corp Boston, MA6.29MShares$246 Million0.01% of portfolio