Professional Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Professional Financial Advisors, LLC
- $464 Million
- Q3 2025
A detailed history of Professional Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 14,908 shares of SPEM stock, worth $707,384. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,908
Previous 15,070
1.07%
Holding current value
$707,384
Previous $644,000
8.23%
% of portfolio
0.15%
Previous 0.15%
Shares
24 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