Wiser Wealth Management, Inc Spdr Portfolio S&P 1500 Compos Transaction History
Wiser Wealth Management, Inc
- $396 Million
- Q2 2025
A detailed history of Wiser Wealth Management, Inc transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 7,457 shares of SPTM stock, worth $604,240. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,457
Previous 8,037
7.22%
Holding current value
$604,240
Previous $543,000
2.76%
% of portfolio
0.14%
Previous 0.15%
Shares
19 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$658 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$260 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$241 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$233 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$222 Million2.9% of portfolio