Symphony Financial, Ltd. Co. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Symphony Financial, Ltd. Co.
- $1.14 Billion
- Q2 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 5,138 shares of SPEM stock, worth $242,051. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,138
Previous 23,186
77.84%
Holding current value
$242,051
Previous $990,000
77.88%
% of portfolio
0.02%
Previous 0.01%
Shares
2 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