Capital Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Capital Wealth Management, LLC
- $241 Million
- Q1 2025
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 424,050 shares of SPEM stock, worth $16 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
424,050
Previous 413,001
2.68%
Holding current value
$16 Million
Previous $15.8 Million
5.57%
% of portfolio
6.95%
Previous 6.79%
Shares
30 transactions
Others Institutions Holding SPEM
# of Institutions
878Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$877 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$704 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$381 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$245 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$223 Million0.08% of portfolio