Impact Partnership Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Impact Partnership Wealth, LLC
- $672 Billion
- Q3 2025
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 456,104 shares of SPEM stock, worth $21.6 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
456,104
Previous 630,359
27.64%
Holding current value
$21.6 Million
Previous $26.9 Billion
20.75%
% of portfolio
3.17%
Previous 4.97%
Shares
10 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