Triumph Capital Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Triumph Capital Management
- $300 Million
- Q2 2025
A detailed history of Triumph Capital Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Triumph Capital Management holds 21,558 shares of SPEM stock, worth $1.02 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
21,558
Previous 21,045
2.44%
Holding current value
$1.02 Million
Previous $828,000
11.23%
% of portfolio
0.31%
Previous 0.3%
Shares
18 transactions
Others Institutions Holding SPEM
# of Institutions
965Shares Held
227MCall 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