Wealth Trak Capital Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Trak Capital Management LLC
- $121 Billion
- Q3 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 145,175 shares of SPEM stock, worth $6.89 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
145,175
Previous 130,500
11.25%
Holding current value
$6.89 Million
Previous $5.14 Billion
32.27%
% of portfolio
5.59%
Previous 4.43%
Shares
3 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