Klingman & Associates, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Klingman & Associates, LLC
- $1.63 Billion
- Q1 2025
A detailed history of Klingman & Associates, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Klingman & Associates, LLC holds 18,706 shares of SPEM stock, worth $797,623. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,706
Previous 18,706
-0.0%
Holding current value
$797,623
Previous $717,000
2.65%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
911Shares Held
208MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$967 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$793 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$457 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$280 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$271 Million0.08% of portfolio