Client 1 St Advisory Group, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Client 1 St Advisory Group, LLC
- $320 Million
- Q4 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 3,300 shares of SPTM stock, worth $267,861. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,300
Previous 2,647
24.67%
Holding current value
$267,861
Previous $213,000
25.35%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
763Shares Held
98.1MCall 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