Kwb Wealth Spdr Portfolio S&P 1500 Compos Call Options Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPTM
# of Institutions
728Shares Held
95.1MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
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Cwm, LLC3.13MShares$250 Million0.76% of portfolio
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Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
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Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
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Valmark Advisers, Inc.2.74MShares$219 Million2.9% of portfolio