Badgley Phelps Wealth Managers, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Badgley Phelps Wealth Managers, LLC
- $3.76 Billion
- Q1 2024
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
601Shares Held
83.7MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$565 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$246 Million1.92% of portfolio
-
Cwm, LLC3.45MShares$231 Million1.08% of portfolio
-
Private Advisor Group, LLC3MShares$201 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$187 Million0.07% of portfolio