Twelve Points Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Twelve Points Wealth Management LLC
- $391 Million
- Q3 2025
A detailed history of Twelve Points Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 23,603 shares of SPTM stock, worth $1.92 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
23,603
Previous 7,925
197.83%
Holding current value
$1.92 Million
Previous $593,000
220.91%
% of portfolio
0.49%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SPTM
# of Institutions
761Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
-
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
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio