Balboa Wealth Partners Spdr Portfolio S&P 1500 Compos Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Balboa Wealth Partners holds 4,000 shares of SPTM stock, worth $324,680. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$324,680
Previous $299,000
7.69%
% of portfolio
0.06%
Previous 0.06%
Shares
1 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
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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