Capital Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Capital Wealth Management, LLC
- $233 Million
- Q4 2024
A detailed history of Capital Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Capital Wealth Management, LLC holds 413,001 shares of SPEM stock, worth $16.3 Million. This represents 6.79% of its overall portfolio holdings.
Number of Shares
413,001
Previous 384,762
7.34%
Holding current value
$16.3 Million
Previous $15.9 Million
0.23%
% of portfolio
6.79%
Previous 6.81%
Shares
29 transactions
Others Institutions Holding SPEM
# of Institutions
879Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio