Wilbanks Smith & Thomas Asset Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 620,843 shares of SPEM stock, worth $23.9 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
620,843
Previous 611,772
1.48%
Holding current value
$23.9 Million
Previous $21.7 Million
3.72%
% of portfolio
0.63%
Previous 0.67%
Shares
23 transactions
Others Institutions Holding SPEM
# of Institutions
744Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$942 Million0.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$682 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.95MShares$344 Million0.18% of portfolio
-
Allworth Financial LP6.06MShares$233 Million1.57% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.42MShares$208 Million0.6% of portfolio