Pensionmark Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Pensionmark Financial Group, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 33,640 shares of SPEM stock, worth $1.58 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,640
Previous 36,333
7.41%
Holding current value
$1.58 Million
Previous $1.55 Million
1.42%
% of portfolio
0.03%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SPEM
# of Institutions
960Shares 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