Envestnet Portfolio Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 8,604 shares of SPTM stock, worth $620,606. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,604
Previous 8,094 6.3%
Holding current value
$620,606
Previous $537,000 12.1%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$63.28 - $70.06 $32,272 - $35,730
510 Added 6.3%
8,604 $602,000
Q2 2024

Jul 16, 2024
SELL
$60.69 - $66.83 $50,615 - $55,736
-834 Reduced 9.34%
8,094 $537,000
Q1 2024

May 06, 2024
SELL
$57.38 - $64.15 $143,736 - $160,695
-2,505 Reduced 21.91%
8,928 $572,000
Q4 2023

Feb 07, 2024
SELL
$50.31 - $58.65 $33,908 - $39,530
-674 Reduced 5.57%
11,433 $668,000
Q3 2023

Nov 13, 2023
BUY
$52.22 - $56.31 $632,227 - $681,745
12,107 New
12,107 $635,000

Others Institutions Holding SPTM

# of Institutions
629
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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