Cabot Wealth Management Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cabot Wealth Management Inc
- $794 Million
- Q3 2024
A detailed history of Cabot Wealth Management Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cabot Wealth Management Inc holds 13,655 shares of SPEM stock, worth $528,858. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,655
Previous 13,655
-0.0%
Holding current value
$528,858
Previous $514,000
9.53%
% of portfolio
0.07%
Previous 0.07%
Shares
13 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