United Advisor Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, United Advisor Group, LLC holds 10,499 shares of SPEM stock, worth $498,177. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,499
Previous 8,028
30.78%
Holding current value
$498,177
Previous $343,000
43.15%
% of portfolio
0.07%
Previous 0.06%
Shares
2 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