Csm Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Csm Advisors, LLC
- $3.43 Billion
- Q2 2025
A detailed history of Csm Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Csm Advisors, LLC holds 30,771 shares of SPEM stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
30,771
Previous 159,901
80.76%
Holding current value
$1.45 Million
Previous $6.3 Million
79.09%
% of portfolio
0.04%
Previous 0.34%
Shares
11 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