Moneta Group Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 76,184 shares of SPEM stock, worth $3.61 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
76,184
Previous 84,099
9.41%
Holding current value
$3.61 Million
Previous $3.59 Million
0.78%
% of portfolio
0.03%
Previous 0.04%
Shares
35 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares 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