Sherman Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sherman Wealth Management LLC holds 4,523 shares of SPTM stock, worth $367,131. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,523Holding current value
$367,131% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
758Shares Held
98.2MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
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Cwm, LLC3.13MShares$254 Million0.76% of portfolio
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Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
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Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
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Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio