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