Cypress Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 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 160,106 shares of SPEM stock, worth $7.54 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
160,106
Previous 132,224
21.09%
Holding current value
$7.54 Million
Previous $5.65 Million
32.61%
% of portfolio
1.35%
Previous 1.09%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
960Shares 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