Wilbanks Smith & Thomas Asset Management LLC Spdr Portfolio Long Term Treas Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	SELL	$36.82 - $41.14 $198,202 - $221,456	-5,383 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$41.23 - $43.27 $6,926 - $7,269	168 Added 3.22%	5,383 $222,000
Q2 2020 Jul 31, 2020	SELL	$44.77 - $48.87 $5,730 - $6,255	-128 Reduced 2.4%	5,215 $245,000
Q1 2020 May 06, 2020	BUY	$39.27 - $49.27 $209,819 - $263,249	5,343 New	5,343 $252,000

Others Institutions Holding SPTL

# of Institutions

429

Shares Held

327M

Call Options Held

26.8K

Put Options Held

1.2K

State Street Corp Boston, MA

54.9M
Shares

$1.6 Billion
0.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

41.2M
Shares

$1.2 Billion
2.5% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.8M
Shares

$1.16 Billion
0.47% of portfolio
Bank Of America Corp Charlotte, NC

17.9M
Shares

$521 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

14.1M
Shares

$413 Million
0.07% of portfolio

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