Summit Wealth Group LLC / CO Spdr Ser Tr Fds Spdr Portfolio Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 39,868 shares of SPEM stock, worth $1.89 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,868Holding current value
$1.89 Million% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
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Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio