Ehrlich Financial Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ehrlich Financial Group
- $176 Billion
- Q4 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 146,367 shares of SPEM stock, worth $6.95 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
146,367
Previous 108,626
34.74%
Holding current value
$6.95 Million
Previous $5.08 Billion
34.74%
% of portfolio
3.9%
Previous 3.02%
Shares
4 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