Compass Planning Associates Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Compass Planning Associates Inc holds 1,274 shares of SPEM stock, worth $49,800. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,274
Previous 718
77.44%
Holding current value
$49,800
Previous $27.6 Million
82.03%
% of portfolio
0.05%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
880Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$909 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$729 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$394 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$254 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$231 Million0.08% of portfolio