Legacy Private Trust Co. Spdr Portfolio S&P 1500 Compos Transaction History
Legacy Private Trust Co.
- $1.52 Billion
- Q2 2025
A detailed history of Legacy Private Trust Co. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Legacy Private Trust Co. holds 1,108,787 shares of SPTM stock, worth $84.4 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
1,108,787
Previous 1,241,864
10.72%
Holding current value
$84.4 Million
Previous $83.9 Million
1.07%
% of portfolio
5.47%
Previous 5.91%
Shares
9 transactions
Others Institutions Holding SPTM
# of Institutions
718Shares Held
92.6MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$622 Million0.23% of portfolio
-
Cwm, LLC3.21MShares$244 Million0.85% of portfolio
-
Private Advisor Group, LLC3.02MShares$230 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$209 Million2.9% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA2.6MShares$198 Million4.66% of portfolio