Trademark Financial Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,453 shares of SPTM stock, worth $251,723. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,453
Previous 3,475 0.63%
Holding current value
$251,723
Previous $231 Million 4.91%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 31, 2024
SELL
$63.28 - $70.06 $1,392 - $1,541
-22 Reduced 0.63%
3,453 $242 Million
Q2 2024

Jul 30, 2024
BUY
$60.69 - $66.83 $364 - $400
6 Added 0.17%
3,475 $231 Million
Q1 2024

May 07, 2024
BUY
$57.38 - $64.15 $199,051 - $222,536
3,469 New
3,469 $223 Million

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
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email