Lpl Financial LLC Spdr Portfolio S&P 1500 Compos Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Lpl Financial LLC holds 8,271,397 shares of SPTM stock, worth $671 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,271,397
Previous 8,123,840
1.82%
Holding current value
$671 Million
Previous $608 Million
9.65%
% of portfolio
0.21%
Previous 0.21%
Shares
34 transactions
Others Institutions Holding SPTM
# of Institutions
760Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Cwm, LLC3.13MShares$254 Million0.76% of portfolio
-
Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA2.63MShares$213 Million4.64% of portfolio