Lpl Financial LLC Spdr Portfolio S&P 1500 Compos Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 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 8,123,840 shares of SPTM stock, worth $626 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,123,840
Previous 8,170,141
0.57%
Holding current value
$626 Million
Previous $556 Million
9.49%
% of portfolio
0.21%
Previous 0.23%
Shares
33 transactions
Others Institutions Holding SPTM
# of Institutions
721Shares Held
94.7MCall Options Held
24.2KPut Options Held
0-
Cwm, LLC3.21MShares$247 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$229 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$222 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$211 Million2.9% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA2.6MShares$201 Million4.66% of portfolio