Creative Planning Spdr Portfolio S&P 1500 Compos Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Creative Planning holds 2,970,972 shares of SPTM stock, worth $237 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,970,972
Previous 1,812,788
63.89%
Holding current value
$237 Million
Previous $123 Million
80.47%
% of portfolio
0.19%
Previous 0.12%
Shares
32 transactions
Others Institutions Holding SPTM
# of Institutions
738Shares 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
-
Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA2.6MShares$208 Million4.66% of portfolio