Ervin Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ervin Investment Management, LLC
- $140 Million
- Q4 2024
A detailed history of Ervin Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ervin Investment Management, LLC holds 72,947 shares of SPEM stock, worth $2.85 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
72,947
Previous 69,350
5.19%
Holding current value
$2.85 Million
Previous $2.86 Million
2.24%
% of portfolio
2.0%
Previous 1.97%
Shares
17 transactions
Others Institutions Holding SPEM
# of Institutions
838Shares Held
198MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$900 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$722 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$377 Million0.18% of portfolio
-
Allworth Financial LP6.49MShares$254 Million1.44% of portfolio
-
State Street Corp Boston, MA6.29MShares$246 Million0.01% of portfolio