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 $29.2 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
620,843
Previous 611,772
1.48%
Holding current value
$29.2 Million
Previous $21.7 Million
3.72%
% of portfolio
0.63%
Previous 0.67%
Shares
23 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio