Compass Financial Services Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 2025
A detailed history of Compass Financial Services Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Compass Financial Services Inc holds 230 shares of SPEM stock, worth $10,913. This represents 0.0% of its overall portfolio holdings.
Number of Shares
230
Previous 230
-0.0%
Holding current value
$10,913
Previous $9.82 Million
9.53%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares 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