Koss Olinger Consulting, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Koss Olinger Consulting, LLC
- $1.28 Billion
- Q3 2025
A detailed history of Koss Olinger Consulting, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Koss Olinger Consulting, LLC holds 805,116 shares of SPEM stock, worth $38.2 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
805,116
Previous 810,340
0.64%
Holding current value
$38.2 Million
Previous $34.6 Million
8.82%
% of portfolio
2.95%
Previous 2.88%
Shares
14 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