Assured Partners Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 239,102 shares of SPTM stock, worth $19.4 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
239,102
Previous 228,651
4.57%
Holding current value
$19.4 Million
Previous $17.1 Billion
12.61%
% of portfolio
4.29%
Previous 4.19%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares 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
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Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
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Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
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Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio