Rodgers & Associates, LTD Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rodgers & Associates, LTD
- $836 Million
- Q3 2024
A detailed history of Rodgers & Associates, LTD transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rodgers & Associates, LTD holds 348,324 shares of SPEM stock, worth $14.1 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
348,324
Previous 343,500
1.4%
Holding current value
$14.1 Million
Previous $12.9 Million
11.12%
% of portfolio
1.72%
Previous 1.67%
Shares
16 transactions
Others Institutions Holding SPEM
# of Institutions
774Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$934 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$733 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$372 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$256 Million1.61% of portfolio
-
State Street Corp Boston, MA5.7MShares$231 Million0.01% of portfolio