Melone Private Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Melone Private Wealth, LLC
- $233 Million
- Q4 2025
A detailed history of Melone Private Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Melone Private Wealth, LLC holds 173,924 shares of SPEM stock, worth $8.25 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
173,924
Previous 146,892
18.4%
Holding current value
$8.25 Million
Previous $6.88 Million
20.01%
% of portfolio
3.54%
Previous 3.12%
Shares
9 transactions
Others Institutions Holding SPEM
# of Institutions
987Shares 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