Legacy Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Legacy Advisory Services, LLC
- $126 Billion
- Q2 2025
A detailed history of Legacy Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 29,332 shares of SPTM stock, worth $2.39 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
29,332
Previous 32,515
9.79%
Holding current value
$2.39 Million
Previous $2.21 Billion
0.66%
% of portfolio
1.74%
Previous 1.87%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
94.8MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$662 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$261 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$242 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$235 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$223 Million2.9% of portfolio