Portfolio Strategies, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Portfolio Strategies, Inc.
- $843 Million
- Q3 2025
A detailed history of Portfolio Strategies, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Portfolio Strategies, Inc. holds 155,873 shares of SPTM stock, worth $12.5 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
155,873
Previous 319,552
51.22%
Holding current value
$12.5 Million
Previous $23.9 Million
47.47%
% of portfolio
1.49%
Previous 3.15%
Shares
12 transactions
Others Institutions Holding SPTM
# of Institutions
740Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$250 Million0.76% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.82MShares$225 Million2.99% of portfolio