Shepherd Financial Partners LLC Spdr Portfolio S&P 1500 Compos Transaction History
Shepherd Financial Partners LLC
- $826 Million
- Q3 2024
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,483,764 shares of SPTM stock, worth $109 Million. This represents 12.59% of its overall portfolio holdings.
Number of Shares
1,483,764
Previous 1,457,939
1.77%
Holding current value
$109 Million
Previous $96.7 Million
7.46%
% of portfolio
12.59%
Previous 12.52%
Shares
29 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