Sequent Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sequent Planning LLC holds 12,705 shares of SPTM stock, worth $953,637. This represents 0.31% of its overall portfolio holdings.

Number of Shares
12,705
Previous 11,797 7.7%
Holding current value
$953,637
Previous $843 Million 2.54%
% of portfolio
0.31%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$67.03 - $74.61 $60,863 - $67,745
908 Added 7.7%
12,705 $864 Million
Q4 2024

Feb 11, 2025
BUY
$69.3 - $74.3 $46,569 - $49,929
672 Added 6.04%
11,797 $843 Million
Q3 2024

Nov 14, 2024
BUY
$63.28 - $70.06 $39,043 - $43,227
617 Added 5.87%
11,125 $779 Million
Q2 2024

Aug 12, 2024
BUY
$60.69 - $66.83 $42,786 - $47,115
705 Added 7.19%
10,508 $698 Million
Q1 2024

May 14, 2024
BUY
$57.38 - $64.15 $562,496 - $628,862
9,803 New
9,803 $629 Million

Others Institutions Holding SPTM

# of Institutions
700
Shares Held
92.4M
Call Options Held
8.6K
Put Options Held
4.1K
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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