Capital Group Private Client Services, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Capital Group Private Client Services, Inc.

$9.45 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	N/A	-277 Reduced 2.24%	12,077 $671,000
Q3 2021 Nov 15, 2021	BUY	N/A	12,354 New	12,354 $655,000

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

Lpl Financial LLC Fort Mill, SC

8.43M
Shares

$566 Million
0.3% of portfolio
Huntington National Bank Columbus, OH

3.67M
Shares

$247 Million
1.92% of portfolio
Cwm, LLC

3.28M
Shares

$220 Million
1.02% of portfolio
Private Advisor Group, LLC

3M
Shares

$202 Million
1.39% of portfolio
Envestnet Asset Management Inc

2.79M
Shares

$187 Million
0.07% of portfolio

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