Woodley Farra Manion Portfolio Management Inc Spdr Portfolio S&P 1500 Compos Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.96 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 05, 2020	SELL	$37.97 - $43.65 $14,504 - $16,674	-382 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$27.12 - $41.81 $2,305 - $3,553	85 Added 28.62%	382 $12,000
Q4 2019 Feb 14, 2020	BUY	$35.63 - $39.97 $10,582 - $11,871	297 New	297 $12,000

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85.1M

Call Options Held

949K

Put Options Held

700

Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$636 Million
0.28% of portfolio
Huntington National Bank Columbus, OH

3.51M
Shares

$256 Million
1.82% of portfolio
Cwm, LLC

3.4M
Shares

$248 Million
1.02% of portfolio
Private Advisor Group, LLC

2.95M
Shares

$215 Million
1.32% of portfolio
Envestnet Asset Management Inc

2.67M
Shares

$195 Million
0.06% of portfolio

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About SPDR PORTFOLIO S&P 1500 COMPOS

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