Smi Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Smi Advisory Services, LLC
- $189 Million
- Q1 2025
A detailed history of Smi Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Smi Advisory Services, LLC holds 3,445 shares of SPTM stock, worth $231,986. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,445
Previous 3,445
-0.0%
Holding current value
$231,986
Previous $246,000
5.69%
% of portfolio
0.12%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
689Shares Held
90MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.17MShares$550 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$234 Million1.8% of portfolio
-
Cwm, LLC3.16MShares$213 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$203 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$179 Million2.76% of portfolio