Hofer & Associates. Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Hofer & Associates. Inc
- $167 Million
- Q3 2025
A detailed history of Hofer & Associates. Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Hofer & Associates. Inc holds 36,510 shares of SPEM stock, worth $1.73 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
36,510
Previous 35,086
4.06%
Holding current value
$1.73 Million
Previous $1.5 Million
14.01%
% of portfolio
1.02%
Previous 0.98%
Shares
16 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares 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