Cozad Asset Management Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cozad Asset Management Inc
- $1.1 Billion
- Q2 2025
A detailed history of Cozad Asset Management Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cozad Asset Management Inc holds 18,834 shares of SPEM stock, worth $887,269. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,834
Previous 14,930
26.15%
Holding current value
$887,269
Previous $638,000
26.02%
% of portfolio
0.07%
Previous 0.06%
Shares
12 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