Sheets Smith Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History
Sheets Smith Wealth Management
- $884 Million
- Q1 2024
A detailed history of Sheets Smith Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sheets Smith Wealth Management holds 26,994 shares of SPTM stock, worth $1.81 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
26,994
Previous 27,237
0.89%
Holding current value
$1.81 Million
Previous $1.59 Million
8.73%
% of portfolio
0.2%
Previous 0.19%
Shares
18 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$566 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$247 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$220 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$202 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$187 Million0.07% of portfolio