Baldrige Asset Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Baldrige Asset Management LLC holds 4,953 shares of SPTM stock, worth $394,803. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,953
Previous 4,953
-0.0%
Holding current value
$394,803
Previous $234,000
6.84%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
723Shares Held
95.1MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$648 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$256 Million0.85% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$218 Million2.9% of portfolio