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 $354,684. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,953
Previous 4,953
-0.0%
Holding current value
$354,684
Previous $234,000
6.84%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
629Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$624 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$251 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$243 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$211 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$191 Million0.06% of portfolio