Summit Trail Advisors, LLC Spdr Portfolio S&P 1500 Compos Call Options Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPTM
# of Institutions
761Shares Held
97.8MCall Options Held
36.8KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
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Cwm, LLC3.13MShares$254 Million0.76% of portfolio
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Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
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Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
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Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio