Blue Stem Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Blue Stem Wealth Partners, LLC
- $762 Billion
- Q4 2024
A detailed history of Blue Stem Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 991,674 shares of SPEM stock, worth $39.1 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
991,674Holding current value
$39.1 Million% of portfolio
5.0%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
879Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
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Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
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Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
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Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio