Uma Financial Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Uma Financial Services, Inc. holds 673 shares of SPEM stock, worth $31,933. This represents 0.0% of its overall portfolio holdings.
Number of Shares
673
Previous 673
-0.0%
Holding current value
$31,933
Previous $28,000
10.71%
% of portfolio
0.0%
Previous 0.0%
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