Financial Plan, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Financial Plan, Inc. holds 15,278 shares of SPTM stock, worth $1.24 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,278Holding current value
$1.24 Million% of portfolio
0.14%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