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

$423 Million
Q3 2024

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

629

Shares Held

85.1M

Call Options Held

949K

Put Options Held

700

Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$636 Million
0.28% of portfolio
Huntington National Bank Columbus, OH

3.51M
Shares

$256 Million
1.82% of portfolio
Cwm, LLC

3.4M
Shares

$248 Million
1.02% of portfolio
Private Advisor Group, LLC

2.95M
Shares

$215 Million
1.32% of portfolio
Envestnet Asset Management Inc

2.67M
Shares

$195 Million
0.06% of portfolio

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