Zhang Financial LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Zhang Financial LLC
- $2.13 Billion
- Q2 2025
A detailed history of Zhang Financial LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Zhang Financial LLC holds 11,792 shares of SPEM stock, worth $558,351. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,792
Previous 6,125
92.52%
Holding current value
$558,351
Previous $241,000
108.71%
% of portfolio
0.02%
Previous 0.01%
Shares
2 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