Spinnaker Investment Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Spinnaker Investment Group, LLC
- $500 Million
- Q4 2025
A detailed history of Spinnaker Investment Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 8,846 shares of SPEM stock, worth $419,742. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,846
Previous 8,377
5.6%
Holding current value
$419,742
Previous $392,000
6.89%
% of portfolio
0.08%
Previous 0.08%
Shares
2 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