Destination Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History
Destination Wealth Management
- $3.51 Billion
- Q3 2025
A detailed history of Destination Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Destination Wealth Management holds 26,830 shares of SPTM stock, worth $2.18 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,830
Previous 26,460
1.4%
Holding current value
$2.18 Million
Previous $1.98 Million
9.19%
% of portfolio
0.06%
Previous 0.06%
Shares
5 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