Fortitude Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fortitude Financial, LLC

$122 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 11, 2025	BUY	$37.07 - $40.63 $10,676 - $11,701	288 Added 0.76%	38,247 $1.51 Billion
Q4 2024 May 28, 2025	BUY	$38.37 - $42.82 $1.46 Million - $1.63 Million	37,959 New	37,959 $1.46 Billion

Others Institutions Holding SPEM

# of Institutions

986

Shares Held

241M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

22.4M
Shares

$1.06 Billion
0.81% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

17.4M
Shares

$824 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

13.8M
Shares

$656 Million
0.2% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$627 Million
0.1% of portfolio
Allworth Financial LP

9.26M
Shares

$439 Million
1.97% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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