Creative Capital Management Investments LLC Spdr Portfolio S&P 1500 Compos Transaction History

Creative Capital Management Investments LLC

$191 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 22, 2024	BUY	$46.97 - $51.65 $34,335 - $37,756	731 New	731 $36,000
Q4 2022 Jan 12, 2023	BUY	$44.09 - $50.41 $32,229 - $36,849	731 New	731 $35,000

Others Institutions Holding SPTM

# of Institutions

607

Shares Held

84.8M

Call Options Held

11.1K

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.78M
Shares

$610 Million
0.3% of portfolio
Huntington National Bank Columbus, OH

3.49M
Shares

$242 Million
1.82% of portfolio
Cwm, LLC

3.45M
Shares

$239 Million
1.08% of portfolio
Private Advisor Group, LLC

2.96M
Shares

$206 Million
1.33% of portfolio
Envestnet Asset Management Inc

2.64M
Shares

$184 Million
0.06% of portfolio

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