Ervin Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ervin Investment Management, LLC
- $136 Million
- Q2 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 70,186 shares of SPEM stock, worth $2.92 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
70,186
Previous 70,381
0.28%
Holding current value
$2.92 Million
Previous $2.55 Million
3.77%
% of portfolio
1.95%
Previous 1.9%
Shares
15 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$983 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$752 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$382 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$260 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$237 Million0.01% of portfolio