Paladin Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Paladin Advisory Group, LLC
- $124 Million
- Q3 2025
A detailed history of Paladin Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 3,471 shares of SPEM stock, worth $164,698. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,471
Previous 3,507
1.03%
Holding current value
$164,698
Previous $149,000
8.72%
% of portfolio
0.13%
Previous 0.12%
Shares
12 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