Wilbanks Smith & Thomas Asset Management LLC Spdr Portfolio Intermediate Te Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$33.74 - $36.53 $429,442 - $464,953	-12,728 Closed	0 $0
Q1 2020 May 06, 2020	BUY	$30.81 - $36.22 $392,149 - $461,008	12,728 New	12,728 $433,000

Others Institutions Holding SPIB

# of Institutions

586

Shares Held

227M

Call Options Held

300

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

43.5M
Shares

$1.42 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

38.3M
Shares

$1.25 Billion
0.53% of portfolio
Envestnet Asset Management Inc

9.58M
Shares

$314 Million
0.1% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$227 Million
0.23% of portfolio
D.A. Davidson & Co.

5.17M
Shares

$169 Million
1.4% of portfolio

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