Wilbanks Smith & Thomas Asset Management LLC Spdr Index Shs Fds S Spdr Port Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	BUY	$50.1 - $54.28 $2.45 Million - $2.65 Million	48,832 New	48,832 $2.47 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-151 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	151 New	151 $12,000

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

10.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$145 Million
0.06% of portfolio
Sequoia Financial Advisors, LLC

1.32M
Shares

$83.5 Million
0.72% of portfolio
Private Advisor Group, LLC

796K
Shares

$50.5 Million
0.29% of portfolio
Mariner, LLC Overland Park, KS

504K
Shares

$32 Million
0.05% of portfolio
Independent Advisor Alliance

465K
Shares

$29.5 Million
0.41% of portfolio

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