Kwb Wealth Spdr Ser Tr Fds Spdr Portfolio Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kwb Wealth holds 462,278 shares of SPEM stock, worth $17.4 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
462,278
Previous 469,447
1.53%
Holding current value
$17.4 Million
Previous $18 Million
1.24%
% of portfolio
2.32%
Previous 2.28%
Shares
18 transactions
Others Institutions Holding SPEM
# of Institutions
878Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$877 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$704 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$381 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$245 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$223 Million0.08% of portfolio