Global Wealth Management Investment Advisory, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Global Wealth Management Investment Advisory, Inc.

$482 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 14, 2019	SELL	$36.53 - $37.33 $22,356 - $22,845	-612 Closed	0 $0
Q2 2019 Aug 20, 2019	BUY	N/A	612 New	612 $22,000

Others Institutions Holding SPTM

# of Institutions

675

Shares Held

93.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.4M
Shares

$625 Million
0.25% of portfolio
Huntington National Bank Columbus, OH

3.47M
Shares

$258 Million
1.8% of portfolio
Cwm, LLC

3.36M
Shares

$250 Million
1.0% of portfolio
Private Advisor Group, LLC

3.03M
Shares

$225 Million
1.24% of portfolio
Envestnet Asset Management Inc

2.66M
Shares

$198 Million
0.06% of portfolio

View Full List

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