B.O.S.S. Retirement Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
B.O.S.S. Retirement Advisors, LLC
- $418 Billion
- Q3 2025
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 618,213 shares of SPTM stock, worth $50.2 Million. This represents 11.92% of its overall portfolio holdings.
Number of Shares
618,213
Previous 579,968
6.59%
Holding current value
$50.2 Million
Previous $43.4 Billion
14.79%
% of portfolio
11.92%
Previous 10.91%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
761Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$254 Million0.76% of portfolio
-
Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio