Core Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Core Wealth Management, Inc.
- $321 Billion
- Q4 2025
A detailed history of Core Wealth Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Core Wealth Management, Inc. holds 3,906 shares of SPTM stock, worth $317,050. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,906Holding current value
$317,050% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
773Shares Held
98.6MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
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Cwm, LLC3.27MShares$265 Million0.73% of portfolio
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Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
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Rmg Wealth Management LLC Platteville, WI2.92MShares$237 Million9.64% of portfolio
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Valmark Advisers, Inc.2.87MShares$233 Million2.95% of portfolio