Wilbanks Smith & Thomas Asset Management LLC Spdr Portfolio Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	BUY	$59.17 - $73.03 $36,448 - $44,986	616 Added 9.26%	7,266 $427,000
Q4 2021 Feb 08, 2022	BUY	$63.39 - $73.48 $22,186 - $25,718	350 Added 5.56%	6,650 $482,000
Q3 2021 Nov 04, 2021	BUY	$63.23 - $68.45 $398,349 - $431,235	6,300 New	6,300 $403,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.82 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.85 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.18 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$701 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$650 Million
0.04% of portfolio

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