Tempus Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tempus Wealth Planning, LLC
- $360 Million
- Q2 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 34,756 shares of SPEM stock, worth $1.52 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
34,756
Previous 32,182
8.0%
Holding current value
$1.52 Million
Previous $1.27 Million
17.21%
% of portfolio
0.41%
Previous 0.42%
Shares
17 transactions
Others Institutions Holding SPEM
# of Institutions
933Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$814 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$510 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$478 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$293 Million1.42% of portfolio