David Kennon Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
David Kennon Inc
- $252 Million
- Q3 2025
A detailed history of David Kennon Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, David Kennon Inc holds 157,815 shares of SPEM stock, worth $7.49 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
157,815
Previous 160,694
1.79%
Holding current value
$7.49 Million
Previous $6.87 Million
7.56%
% of portfolio
2.94%
Previous 2.86%
Shares
13 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio