Heritage Family Offices, LLP Spdr Ser Tr Fds Spdr Portfolio Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heritage Family Offices, LLP holds 446,891 shares of SPEM stock, worth $17.6 Million. This represents 8.56% of its overall portfolio holdings.
Number of Shares
446,891
Previous 445,640
0.28%
Holding current value
$17.6 Million
Previous $18.4 Billion
6.79%
% of portfolio
8.56%
Previous 9.5%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$915 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$734 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$397 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$255 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$232 Million0.08% of portfolio