David Kennon Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
David Kennon Inc
- $241 Million
- Q2 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 160,694 shares of SPEM stock, worth $7.61 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
160,694
Previous 161,341
0.4%
Holding current value
$7.61 Million
Previous $6.35 Million
8.14%
% of portfolio
2.86%
Previous 2.83%
Shares
12 transactions
Others Institutions Holding SPEM
# of Institutions
957Shares Held
225MCall 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$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio