Detalus Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Detalus Advisors, LLC
- $355 Million
- Q3 2025
A detailed history of Detalus Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Detalus Advisors, LLC holds 94,725 shares of SPEM stock, worth $4.49 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
94,725
Previous 23,362
305.47%
Holding current value
$4.49 Million
Previous $998,000
344.29%
% of portfolio
1.25%
Previous 0.31%
Shares
12 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio