Ehrlich Financial Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ehrlich Financial Group
- $168 Billion
- Q3 2025
A detailed history of Ehrlich Financial Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ehrlich Financial Group holds 108,626 shares of SPEM stock, worth $5.15 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
108,626
Previous 96,170
12.95%
Holding current value
$5.15 Million
Previous $4.11 Billion
23.71%
% of portfolio
3.02%
Previous 2.66%
Shares
3 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