Sheets Smith Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sheets Smith Wealth Management holds 28,753 shares of SPTM stock, worth $2.11 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
28,753
Previous 28,857
0.36%
Holding current value
$2.11 Million
Previous $1.91 Million
5.22%
% of portfolio
0.25%
Previous 0.23%
Shares
20 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$638 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$249 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio