Ballast Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ballast Advisors LLC
- $323 Million
- Q4 2024
A detailed history of Ballast Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ballast Advisors LLC holds 1,312 shares of SPEM stock, worth $51,758. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,312
Previous 1,657
20.82%
Holding current value
$51,758
Previous $68,000
26.47%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding SPEM
# of Institutions
878Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio