First National Bank Of Mount Dora, Trust Investment Services Spdr Portfolio S&P 1500 Compos Transaction History

First National Bank Of Mount Dora, Trust Investment Services

$425 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 06, 2022	SELL	$51.36 - $58.82 $183,509 - $210,163	-3,573 Closed	0 $0
Q4 2021 Jan 10, 2022	BUY	$52.99 - $58.74 $189,333 - $209,878	3,573 New	3,573 $209,000

Others Institutions Holding SPTM

# of Institutions

725

Shares Held

94.8M

Call Options Held

24.2K

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.12M
Shares

$642 Million
0.21% of portfolio
Cwm, LLC

3.21M
Shares

$253 Million
0.85% of portfolio
Creative Planning Overland Park, KS

2.97M
Shares

$235 Million
0.19% of portfolio
Private Advisor Group, LLC

2.88M
Shares

$227 Million
1.24% of portfolio
Valmark Advisers, Inc.

2.74M
Shares

$216 Million
2.9% of portfolio

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