Client 1 St Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Client 1 St Advisory Group, LLC
- $306 Million
- Q3 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 2,647 shares of SPTM stock, worth $211,601. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,647Holding current value
$211,601% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
734Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
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Cwm, LLC3.13MShares$250 Million0.76% 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.2.82MShares$225 Million2.99% of portfolio