Hassell Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Hassell Wealth Management, LLC
- $274 Billion
- Q2 2025
A detailed history of Hassell Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 22,709 shares of SPEM stock, worth $1.03 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
22,709
Previous 22,369
1.52%
Holding current value
$1.03 Million
Previous $846 Million
18.7%
% of portfolio
0.37%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
959Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.04 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$816 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$530 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$496 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$304 Million1.42% of portfolio