Matrix Trust CO Spdr Ser Tr Fds Spdr Portfolio Transaction History
Matrix Trust CO
- $606 Million
- Q4 2025
A detailed history of Matrix Trust CO transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Matrix Trust CO holds 38,952 shares of SPEM stock, worth $1.85 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
38,952
Previous 37,553
3.73%
Holding current value
$1.85 Million
Previous $1.76 Million
3.7%
% of portfolio
0.3%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
985Shares 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