A detailed history of Ci Private Wealth, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Ci Private Wealth, LLC holds 65,397 shares of SPTM stock, worth $4.85 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
65,397
Previous 937,400 93.02%
Holding current value
$4.85 Million
Previous $65.7 Million 92.89%
% of portfolio
0.01%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
$69.3 - $74.3 $399,306 - $428,116
5,762 Added 9.66%
65,397 $4.67 Million
Q3 2024

Nov 12, 2024

SELL
$63.28 - $70.06 $762,777 - $844,503
-12,054 Reduced 16.81%
59,635 $4.18 Million
Q2 2024

Aug 13, 2024

BUY
$60.69 - $66.83 $291,858 - $321,385
4,809 Added 7.19%
71,689 $4.76 Million
Q1 2024

May 09, 2024

SELL
$57.38 - $64.15 $257,406 - $287,776
-4,486 Reduced 6.29%
66,880 $4.29 Million
Q4 2023

Feb 09, 2024

SELL
$50.31 - $58.65 $283,597 - $330,610
-5,637 Reduced 7.32%
71,366 $4.17 Million
Q3 2023

Nov 03, 2023

SELL
$52.22 - $56.31 $106,215 - $114,534
-2,034 Reduced 2.57%
77,003 $4.04 Million
Q2 2023

Aug 10, 2023

SELL
$49.75 - $54.44 $109,798 - $120,149
-2,207 Reduced 2.72%
79,037 $4.3 Million
Q1 2023

May 15, 2023

SELL
$46.97 - $51.65 $30,765 - $33,830
-655 Reduced 0.8%
81,244 $4.1 Million
Q4 2022

Feb 15, 2023

BUY
$44.09 - $50.41 $3.61 Million - $4.13 Million
81,899 New
81,899 $3.87 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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