Higgins & Schmidt Wealth Strategies LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $198 Billion
- Q3 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 56,315 shares of SPEM stock, worth $2.67 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
56,315
Previous 56,643
0.58%
Holding current value
$2.67 Million
Previous $2.42 Billion
8.89%
% of portfolio
1.33%
Previous 1.34%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio