Claris Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Claris Advisors, LLC

$196 Million
Q3 2024

A detailed history of Claris Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Claris Advisors, LLC holds 21 shares of SPEM stock, worth $816. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$816

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$36.02 - $41.68 $756 - $875	21 New	21 $0

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$895 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$718 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$375 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$245 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$245 Million
0.01% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Account