Vance Wealth, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vance Wealth, Inc. holds 5,286 shares of SPEM stock, worth $205,942. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,286

Holding current value

$205,942

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$36.02 - $41.68 $190,401 - $220,320	5,286 New	5,286 $218,000

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$896 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$719 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$376 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$245 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$245 Million
0.01% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

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