Bank Plus Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bank Plus Wealth Management LLC
- $170 Billion
- Q3 2025
A detailed history of Bank Plus Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 36,729 shares of SPEM stock, worth $1.74 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
36,729
Previous 26,512
38.54%
Holding current value
$1.74 Million
Previous $1.13 Billion
51.73%
% of portfolio
1.01%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall 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