Squire Investment Management Company, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Squire Investment Management Company, LLC
- $271 Billion
- Q2 2025
A detailed history of Squire Investment Management Company, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 12,509 shares of SPTM stock, worth $999,969. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,509
Previous 7,048
77.48%
Holding current value
$999,969
Previous $479 Million
95.44%
% of portfolio
0.35%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
728Shares Held
95.1MCall 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.2.74MShares$219 Million2.9% of portfolio