Hoese & CO LLP Spdr Ser Tr Fds Spdr Portfolio Transaction History

Hoese & CO LLP

$130 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$38.37 - $42.82 $47,693 - $53,225	1,243 New	1,243 $47,000
Q4 2020 Feb 16, 2021	BUY	$36.44 - $42.49 $4,190 - $4,886	115 New	115 $5,000

Others Institutions Holding SPEM

# of Institutions

963

Shares Held

226M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

22.9M
Shares

$1.08 Billion
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$846 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$549 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$514 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$315 Million
1.42% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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