Zhang Financial LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Zhang Financial LLC
- $2.42 Billion
- Q3 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 12,841 shares of SPEM stock, worth $609,305. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,841
Previous 11,792
8.9%
Holding current value
$609,305
Previous $503,000
19.48%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
241MCall 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