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

Creative Capital Management Investments LLC

$220 Million
Q3 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

629

Shares Held

85M

Call Options Held

949K

Put Options Held

700

Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$639 Million
0.28% of portfolio
Huntington National Bank Columbus, OH

3.51M
Shares

$257 Million
1.82% of portfolio
Cwm, LLC

3.4M
Shares

$249 Million
1.02% of portfolio
Private Advisor Group, LLC

2.95M
Shares

$216 Million
1.32% of portfolio
Envestnet Asset Management Inc

2.67M
Shares

$196 Million
0.06% of portfolio

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