Towerpoint Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Towerpoint Wealth, LLC
- $239 Million
- Q3 2025
A detailed history of Towerpoint Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 21,795 shares of SPEM stock, worth $1.03 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
21,795
Previous 21,774
0.1%
Holding current value
$1.03 Million
Previous $930,000
9.68%
% of portfolio
0.43%
Previous 0.42%
Shares
14 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