Compass Financial Services Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 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 $10,835. This represents 0.0% of its overall portfolio holdings.
Number of Shares
230
Previous 229
0.44%
Holding current value
$10,835
Previous $9.03 Million
8.7%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio