Gibbs Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Gibbs Wealth Management
- $442 Billion
- Q3 2025
A detailed history of Gibbs Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Gibbs Wealth Management holds 114,547 shares of SPEM stock, worth $5.44 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
114,547
Previous 148,782
23.01%
Holding current value
$5.44 Million
Previous $6.36 Billion
15.68%
% of portfolio
1.21%
Previous 1.22%
Shares
7 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