Northeast Planning Associates, Inc. / Nh / Spdr Portfolio S&P 1500 Compos Transaction History

Northeast Planning Associates, Inc. / Nh /

$120 Billion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 19, 2025	BUY	$69.3 - $74.3 $853,498 - $915,078	12,316 New	12,316 $880 Million

Others Institutions Holding SPTM

# of Institutions

693

Shares Held

90.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.17M
Shares

$550 Million
0.23% of portfolio
Huntington National Bank Columbus, OH

3.47M
Shares

$234 Million
1.8% of portfolio
Cwm, LLC

3.16M
Shares

$213 Million
0.86% of portfolio
Private Advisor Group, LLC

3.02M
Shares

$203 Million
1.3% of portfolio
Valmark Advisers, Inc.

2.66M
Shares

$179 Million
2.76% of portfolio

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