True Private Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 2025
A detailed history of True Private Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, True Private Wealth Advisors holds 3,255 shares of SPTM stock, worth $264,208. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,255
Previous 3,252
0.09%
Holding current value
$264,208
Previous $243,000
7.82%
% of portfolio
0.03%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares Held
98.2MCall 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
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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
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio