Delap Wealth Advisory, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 83,987 shares of SPTM stock, worth $6.71 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
83,987Holding current value
$6.71 Million% of portfolio
3.02%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
738Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
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Cwm, LLC3.13MShares$250 Million0.76% of portfolio
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Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
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Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
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Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio