Emergent Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Emergent Wealth Advisors, LLC
- $173 Billion
 - Q3 2025
 
A detailed history of Emergent Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 3,637 shares of SPTM stock, worth $290,741. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,637
              Previous 2,739
              
        
           32.79%
        
      
          
        Holding current value
$290,741
            Previous $205 Million
            
        
           42.99%
        
      
          
        % of portfolio
0.17%
            Previous 0.13%
          
        Shares
	  4 transactions
	
  Others Institutions Holding SPTM
# of Institutions
740Shares Held
95MCall Options Held
24.2KPut Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
 - 
    
      Cwm, LLC3.13MShares$250 Million0.76% of portfolio
 - 
    
      Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
 - 
    
      Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
 - 
    
      Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio