Destiny Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Destiny Wealth Partners, LLC
- $759 Million
- Q3 2025
A detailed history of Destiny Wealth Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 7,787 shares of SPTM stock, worth $632,070. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,787
Previous 7,833
0.59%
Holding current value
$632,070
Previous $586,000
7.17%
% of portfolio
0.08%
Previous 0.08%
Shares
15 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