Beacon Financial Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beacon Financial Group holds 16,150 shares of SPEM stock, worth $766,317. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,150
Previous 16,154
0.02%
Holding current value
$766,317
Previous $690,000
9.42%
% of portfolio
0.08%
Previous 0.08%
Shares
6 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