Aquire Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Aquire Wealth Advisors, LLC
- $372 Million
- Q2 2025
A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 563,708 shares of SPTM stock, worth $43.5 Million. This represents 11.35% of its overall portfolio holdings.
Number of Shares
563,708
Previous 303,299
85.86%
Holding current value
$43.5 Million
Previous $20.6 Million
104.66%
% of portfolio
11.35%
Previous 6.35%
Shares
15 transactions
Others Institutions Holding SPTM
# of Institutions
711Shares Held
93.9MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$631 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$250 Million1.64% of portfolio
-
Cwm, LLC3.21MShares$248 Million0.85% of portfolio
-
Private Advisor Group, LLC3.02MShares$233 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$212 Million2.9% of portfolio