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 $844. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$844

% 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

778

Shares Held

193M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$925 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.1M
Shares

$726 Million
1.52% of portfolio
Lpl Financial LLC Fort Mill, SC

9.17M
Shares

$369 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$253 Million
1.61% of portfolio
State Street Corp Boston, MA

5.7M
Shares

$229 Million
0.01% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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