Wolff Financial Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wolff Financial Management LLC
- $360 Million
- Q4 2024
A detailed history of Wolff Financial Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wolff Financial Management LLC holds 113,643 shares of SPEM stock, worth $4.47 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
113,643
Previous 105,509
7.71%
Holding current value
$4.47 Million
Previous $4.36 Million
0.11%
% of portfolio
1.21%
Previous 1.18%
Shares
14 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$915 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$734 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$397 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$255 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$232 Million0.08% of portfolio