N.E.W. Advisory Services LLC Spdr Portfolio S&P 1500 Compos Transaction History
N.E.W. Advisory Services LLC
- $899 Million
- Q1 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 386,398 shares of SPTM stock, worth $25.8 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
386,398
Previous 404,953
4.58%
Holding current value
$25.8 Million
Previous $23.7 Million
4.72%
% of portfolio
2.76%
Previous 2.88%
Shares
17 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$563 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$245 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$219 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$201 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$186 Million0.07% of portfolio