Compass Financial Services Inc Spdr Portfolio S&P 1500 Compos Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Compass Financial Services Inc holds 1,045 shares of SPTM stock, worth $83,537. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,045
Previous 1,042
0.29%
Holding current value
$83,537
Previous $70.9 Million
10.46%
% of portfolio
0.04%
Previous 0.04%
Shares
3 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
-
Cwm, LLC3.13MShares$250 Million0.76% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio