Tilson Financial Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Tilson Financial Group, Inc.
- $214 Million
- Q3 2025
A detailed history of Tilson Financial Group, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 5,307 shares of SPEM stock, worth $251,817. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,307
Previous 5,307
-0.0%
Holding current value
$251,817
Previous $227,000
9.25%
% of portfolio
0.12%
Previous 0.09%
Shares
8 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