Capital Advisory Group Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Capital Advisory Group Advisory Services, LLC
- $259 Million
- Q1 2025
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 191,677 shares of SPTM stock, worth $12.8 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
191,677
Previous 193,205
0.79%
Holding current value
$12.8 Million
Previous $13.8 Million
6.12%
% of portfolio
5.0%
Previous 5.0%
Shares
29 transactions
Others Institutions Holding SPTM
# of Institutions
680Shares Held
91.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$562 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$232 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$225 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$203 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$178 Million0.06% of portfolio