Secure Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Secure Asset Management, LLC
- $609 Million
- Q4 2025
A detailed history of Secure Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Secure Asset Management, LLC holds 7,353 shares of SPEM stock, worth $348,899. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,353
Previous 8,000
8.09%
Holding current value
$348,899
Previous $374,000
6.95%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SPEM
# of Institutions
991Shares Held
242MCall 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