My Personal Cfo, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

My Personal Cfo, LLC

$253 Million
Q3 2025

A detailed history of My Personal Cfo, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, My Personal Cfo, LLC holds 12,166 shares of SPEM stock, worth $573,140. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,166

Holding current value

$573,140

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$42.67 - $46.91 $519,123 - $570,707	12,166 New	12,166 $569,000

Others Institutions Holding SPEM

# of Institutions

963

Shares Held

226M

Call Options Held

Put Options Held

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

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

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My Personal Cfo, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History