Garrett Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Garrett Investment Advisors LLC
- $1.09 Billion
- Q3 2025
A detailed history of Garrett Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 576,590 shares of SPEM stock, worth $27.2 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
576,590
Previous 569,181
1.3%
Holding current value
$27.2 Million
Previous $24.3 Million
10.95%
% of portfolio
2.48%
Previous 2.39%
Shares
20 transactions
Others Institutions Holding SPEM
# of Institutions
963Shares 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