Fidelis Capital Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fidelis Capital Partners, LLC
- $1.28 Trillion
- Q3 2025
A detailed history of Fidelis Capital Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 42,054 shares of SPEM stock, worth $2 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
42,054
Previous 42,054
-0.0%
Holding current value
$2 Million
Previous $1.83 Billion
7.58%
% of portfolio
0.15%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares 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