O'Brien Wealth Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

O'Brien Wealth Partners LLC

$527 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $458,491 - $525,109	14,771 New	14,771 $458,000
Q4 2018 Jan 17, 2019	SELL	N/A	-600 Closed	0 $0
Q1 2018 Apr 11, 2018	BUY	N/A	600 New	600 $24,000

Others Institutions Holding SPEM

# of Institutions

876

Shares Held

206M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

23.2M
Shares

$917 Million
0.87% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$736 Million
1.51% of portfolio
Lpl Financial LLC Fort Mill, SC

10.1M
Shares

$398 Million
0.16% of portfolio
Allworth Financial LP

6.49M
Shares

$256 Million
1.44% of portfolio
Envestnet Asset Management Inc

5.9M
Shares

$233 Million
0.08% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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