Shepherd Financial Partners LLC Spdr Portfolio S&P 1500 Compos Transaction History
Shepherd Financial Partners LLC
- $831 Million
- Q1 2025
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 708,605 shares of SPTM stock, worth $54.1 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
708,605
Previous 1,485,905
52.31%
Holding current value
$54.1 Million
Previous $106 Million
54.88%
% of portfolio
5.76%
Previous 12.82%
Shares
31 transactions
Others Institutions Holding SPTM
# of Institutions
712Shares Held
93.8MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$623 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$247 Million1.64% of portfolio
-
Cwm, LLC3.16MShares$241 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$230 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$209 Million2.9% of portfolio