Beacon Bridge Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Beacon Bridge Wealth Partners, LLC
- $281 Billion
- Q3 2025
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 31,452 shares of SPEM stock, worth $1.49 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
31,452
Previous 31,297
0.5%
Holding current value
$1.49 Million
Previous $1.34 Billion
10.07%
% of portfolio
0.52%
Previous 0.53%
Shares
12 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