Wilbanks Smith & Thomas Asset Management LLC Spdr Portfolio Put Options Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPMD

# of Institutions

807

Shares Held

231M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

88M
Shares

$4.95 Billion
3.9% of portfolio
Betterment LLC New York, NY

20.1M
Shares

$1.13 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$713 Million
0.23% of portfolio
Valmark Advisers, Inc.

7.04M
Shares

$396 Million
5.03% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

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