Institute For Wealth Management, Llc. Spdr Portfolio S&P 1500 Compos Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 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
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      Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
- 
    
      Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
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      Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio