Windsor Capital Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Windsor Capital Management, LLC
- $356 Million
- Q3 2025
A detailed history of Windsor Capital Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Windsor Capital Management, LLC holds 161,580 shares of SPEM stock, worth $7.67 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
161,580
Previous 157,076
2.87%
Holding current value
$7.67 Million
Previous $6.71 Million
12.66%
% of portfolio
2.12%
Previous 1.99%
Shares
31 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