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

$394 Million
Q1 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

701

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

Lpl Financial LLC Fort Mill, SC

8.17M
Shares

$591 Million
0.23% of portfolio
Huntington National Bank Columbus, OH

3.24M
Shares

$234 Million
1.64% of portfolio
Cwm, LLC

3.16M
Shares

$228 Million
0.86% of portfolio
Private Advisor Group, LLC

3.02M
Shares

$219 Million
1.3% of portfolio
Valmark Advisers, Inc.

2.66M
Shares

$192 Million
2.76% of portfolio

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