Tallon Kerry Patrick Spdr Ser Tr Fds Spdr Portfolio Transaction History

Tallon Kerry Patrick

$104 Billion
Q4 2024

A detailed history of Tallon Kerry Patrick transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tallon Kerry Patrick holds 12,843 shares of SPEM stock, worth $487,006. This represents 0.47% of its overall portfolio holdings.

Number of Shares

12,843

Holding current value

$487,006

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$38.37 - $42.82 $492,785 - $549,937	12,843 New	12,843 $491 Million

Others Institutions Holding SPEM

# of Institutions

814

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$872 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$700 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$366 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$239 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$239 Million
0.01% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tallon Kerry Patrick, based on Form 13F filings with the SEC.

News

Stay updated on Tallon Kerry Patrick with notifications on news.

Account

Tallon Kerry Patrick Spdr Ser Tr Fds Spdr Portfolio Transaction History