Cypress Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cypress Wealth Services, LLC
- $517 Million
- Q2 2025
A detailed history of Cypress Wealth Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 132,224 shares of SPEM stock, worth $5.75 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
132,224Holding current value
$5.75 Million% of portfolio
1.09%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
930Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$987 Million0.84% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$809 Million1.57% of portfolio
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Lpl Financial LLC Fort Mill, SC10.7MShares$466 Million0.17% of portfolio
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Allworth Financial LP6.57MShares$286 Million1.49% of portfolio
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Envestnet Asset Management Inc6.48MShares$282 Million0.09% of portfolio