Sheets Smith Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
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 42,056 shares of SPTM stock, worth $2.81 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
42,056
Previous 39,513
6.44%
Holding current value
$2.81 Million
Previous $2.82 Million
1.35%
% of portfolio
0.36%
Previous 0.35%
Shares
22 transactions
Others Institutions Holding SPTM
# of Institutions
680Shares Held
91.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$562 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$232 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$225 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$203 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$178 Million0.06% of portfolio