Wise Wealth Partners Spdr Portfolio S&P 1500 Compos Transaction History
Wise Wealth Partners
- $65.5 Billion
- Q3 2025
A detailed history of Wise Wealth Partners transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wise Wealth Partners holds 7,595 shares of SPTM stock, worth $616,486. This represents 0.93% of its overall portfolio holdings.
Number of Shares
7,595
Previous 7,593
0.03%
Holding current value
$616,486
Previous $569 Million
7.73%
% of portfolio
0.93%
Previous 0.95%
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares 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
-
Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio