Diversify Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,165 shares of SPTM stock, worth $342,029. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,165
Previous 4,089
1.86%
Holding current value
$342,029
Previous $275 Million
17.86%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
746Shares Held
94.8MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$667 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$257 Million0.76% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$244 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$236 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.82MShares$231 Million2.99% of portfolio