Founders Financial Alliance, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Founders Financial Alliance, LLC
- $481 Million
- Q3 2025
A detailed history of Founders Financial Alliance, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 4,900 shares of SPEM stock, worth $232,505. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,900
Previous 4,842
1.2%
Holding current value
$232,505
Previous $206,000
11.17%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
985Shares 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