Legacy Private Trust Co. Spdr Portfolio S&P 1500 Compos Transaction History
Legacy Private Trust Co.
- $1.42 Billion
- Q1 2025
A detailed history of Legacy Private Trust Co. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Private Trust Co. holds 1,241,864 shares of SPTM stock, worth $79.5 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
1,241,864
Previous 891,773
39.26%
Holding current value
$79.5 Million
Previous $63.7 Million
31.77%
% of portfolio
5.91%
Previous 4.25%
Shares
8 transactions
Others Institutions Holding SPTM
# of Institutions
687Shares Held
93MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$538 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$222 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$215 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$194 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$170 Million0.06% of portfolio