Windsor Capital Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Windsor Capital Management, LLC
- $362 Million
- Q4 2025
A detailed history of Windsor Capital Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Windsor Capital Management, LLC holds 159,402 shares of SPEM stock, worth $7.56 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
159,402
Previous 161,580
1.35%
Holding current value
$7.56 Million
Previous $7.56 Million
-0.0%
% of portfolio
2.09%
Previous 2.12%
Shares
32 transactions
Others Institutions Holding SPEM
# of Institutions
991Shares Held
242MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio