Watershed Private Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Watershed Private Wealth LLC
- $333 Billion
- Q4 2025
A detailed history of Watershed Private Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Watershed Private Wealth LLC holds 22,780 shares of SPEM stock, worth $1.08 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
22,780
Previous 22,804
0.11%
Holding current value
$1.08 Million
Previous $1.07 Billion
0.11%
% of portfolio
0.32%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding SPEM
# of Institutions
991Shares Held
242MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio