Tortoise Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tortoise Investment Management, LLC
- $981 Million
- Q2 2025
A detailed history of Tortoise Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 313,052 shares of SPEM stock, worth $14.8 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
313,052
Previous 312,109
0.3%
Holding current value
$14.8 Million
Previous $12.3 Million
8.89%
% of portfolio
1.36%
Previous 1.36%
Shares
35 transactions
Others Institutions Holding SPEM
# of Institutions
956Shares Held
225MCall 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$850 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$552 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$517 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$317 Million1.42% of portfolio