Balboa Wealth Partners Spdr Portfolio S&P 1500 Compos Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Balboa Wealth Partners holds 4,000 shares of SPTM stock, worth $325,840. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,000Holding current value
$325,840% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
94.8MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$662 Million0.21% of portfolio
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Cwm, LLC3.21MShares$261 Million0.85% of portfolio
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Creative Planning Overland Park, KS2.97MShares$242 Million0.19% of portfolio
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Private Advisor Group, LLC2.88MShares$235 Million1.24% of portfolio
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Valmark Advisers, Inc.2.74MShares$223 Million2.9% of portfolio