Portland Financial Advisors Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portland Financial Advisors Inc
- $46.9 Billion
- Q3 2025
A detailed history of Portland Financial Advisors Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portland Financial Advisors Inc holds 20,880 shares of SPEM stock, worth $990,756. This represents 2.08% of its overall portfolio holdings.
Number of Shares
20,880
Previous 19,405
7.6%
Holding current value
$990,756
Previous $829 Million
17.85%
% of portfolio
2.08%
Previous 1.99%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares 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