Roundview Capital LLC Spdr Portfolio S&P 1500 Compos Transaction History
Roundview Capital LLC
- $1.35 Billion
- Q3 2024
A detailed history of Roundview Capital LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Roundview Capital LLC holds 73,831 shares of SPTM stock, worth $5.34 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
73,831
Previous 69,641
6.02%
Holding current value
$5.34 Million
Previous $4.62 Million
11.95%
% of portfolio
0.38%
Previous 0.37%
Shares
27 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$630 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$254 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$246 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$213 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio