Wilbanks Smith & Thomas Asset Management LLC Spdr Index Shs Fds S Spdr Port Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	BUY	$50.1 - $54.28 $2.45 Million - $2.65 Million	48,832 New	48,832 $2.47 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-151 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	151 New	151 $12,000

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.76M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$147 Million
0.07% of portfolio
Sequoia Financial Advisors, LLC

1.31M
Shares

$84.6 Million
0.95% of portfolio
Private Advisor Group, LLC

843K
Shares

$54.3 Million
0.35% of portfolio
Mariner, LLC Overland Park, KS

418K
Shares

$26.9 Million
0.05% of portfolio
Legal & General Group PLC London, X0

380K
Shares

$24.5 Million
0.01% of portfolio

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account