Kestra Investment Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Kestra Investment Management, LLC
- $3.19 Trillion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
723Shares Held
95.1MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$648 Million0.21% of portfolio
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Cwm, LLC3.21MShares$256 Million0.85% 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.2.74MShares$218 Million2.9% of portfolio