Beacon Financial Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Beacon Financial Group
- $913 Million
- Q3 2024
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 12,279 shares of SPEM stock, worth $475,565. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,279
Previous 9,049
35.69%
Holding current value
$475,565
Previous $340,000
48.82%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
817Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$891 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$715 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$374 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$244 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$244 Million0.01% of portfolio