One Ascent Financial Services LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
One Ascent Financial Services LLC
- $1.4 Billion
- Q2 2025
A detailed history of One Ascent Financial Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, One Ascent Financial Services LLC holds 218,849 shares of SPEM stock, worth $10.3 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
218,849
Previous 215,454
1.58%
Holding current value
$10.3 Million
Previous $8.52 Million
10.1%
% of portfolio
0.67%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio